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.
Will JUSRX 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 JUSRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JUSRX 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 JUSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.