JPMorgan US Equity’s pivot to a more-simplified management framework is a positive change but is still early in its implementation, earning cheaper share classes a Morningstar Analyst Rating of Bronze while more-expensive ones receive Neutral.
JPMorgan US Equity C JUECX
NAV / 1-Day Return
21.30
/
0.42
%
Total Assets
20.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.440%
Expense Ratio
1.440%
Fee Level
Low
Longest Manager Tenure
6.97
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.05%
Turnover
84%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JUECX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JUECX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JUECX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JUECX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An improved design.
