This strategy’s successful lead manager and deep supporting analyst team are enough to earn cheaper share classes of JPMorgan US Equity and its Luxembourg and U.K. clones a Morningstar Analyst Rating of Bronze, while more expensive ones receive Neutral.
Will JUEMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JUEMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JUEMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JUEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.