Skip to Content

JPMorgan US Equity R2 JUEZX

Analyst rating as of
NAV / 1-Day Return
20.79  /  1.41 %
Total Assets
19.8 Bil
Adj. Expense Ratio
1.190%
Expense Ratio
1.190%
Fee Level
Average
Longest Manager Tenure
6.74 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.25%
Turnover
84%
Premium

Morningstar’s Analysis

Will JUEZX outperform in future?

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

An improved design.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium