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JPMorgan US Equity R5 JUSRX

Analyst rating as of
NAV / 1-Day Return
19.46  /  0.46 %
Total Assets
18.9 Bil
Adj. Expense Ratio
0.540%
Expense Ratio
0.540%
Fee Level
Below Average
Longest Manager Tenure
6.53 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.77%
Turnover
84%
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Morningstar’s Analysis

Will JUSRX 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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