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 R2 JUEZX
NAV / 1-Day Return
19.10
/
0.42
%
Total Assets
18.9 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.
1.190%
Expense Ratio
1.190%
Fee Level
Average
Longest Manager Tenure
6.53
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.26%
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 JUEZX 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 JUEZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JUEZX 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 JUEZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An improved design.
