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JPMorgan US Equity I JUESX

Analyst rating as of
NAV / 1-Day Return
19.41  /  0.46 %
Total Assets
18.9 Bil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
Average
Longest Manager Tenure
6.53 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.66%
Turnover
84%
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Morningstar’s Analysis

Will JUESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An improved design.

Summary

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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.

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