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Jpmorgan Funds - America Equity Fund I (acc) - Usd (0P0000X9Y7)

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545.690 -5.070    -0.92%
20/12 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
Issuer:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU0248041781 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.47B
JPMorgan Funds America Equity Fund I (acc) USD 545.690 -5.070 -0.92%

Jpmorgan Funds - America Equity Fund I (acc) - Usd Overview

 
Find basic information about the Jpmorgan Funds - America Equity Fund I (acc) - Usd mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000X9Y7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU0248041781)
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Rating
1-Year Change26.33%
Prev. Close550.76
Risk Rating
TTM Yield0%
ROE30.94%
IssuerJPMorgan Asset Management (Europe) S.à r.l.
Turnover8.70%
ROA15.30%
Inception DateOct 26, 2012
Total Assets8.47B
Expenses0.79%
Min. Investment10,000,000
Market Cap296.95B
CategoryUS Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1297 1073 1365 1459 2224 3725
Fund Return 29.68% 7.31% 36.53% 13.42% 17.33% 14.05%
Place in category 178 779 142 37 48 6
% in Category 7 35 7 2 2 1

Top Equity Funds by JPMorgan Asset Management (Europe) S.à r.l.

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPI Global Income Fund C dist USD h 17.58B 10.31 3.12 4.85
  JPI Global Income Fund A mth USD he 17.58B 9.66 2.45 3.92
  JPI Global Income Fund C acc USD he 17.58B 10.35 3.14 4.62
  JPI Global Income Fund C mth USD he 17.58B 10.35 3.13 4.61
  JPI Global Income Fund D acc USD he 17.58B 9.32 2.10 3.57

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPI US Select Equity Fund I acc USD 9.01B 27.95 9.95 13.09
  JPI US Select Equity Fund X acc USD 9.01B 28.56 10.50 13.71
  LU0087133087 9.01B 27.91 9.91 13.04
  LU0070214290 9.01B 26.74 8.82 11.96
  LU0115097544 9.01B 26.13 8.26 11.38

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 6.29 436.60 -0.10%
  NVIDIA US67066G1040 6.05 134.70 +3.08%
  Amazon.com US0231351067 5.45 224.92 +0.73%
  Meta Platforms US30303M1027 4.72 585.25 -1.73%
  Apple US0378331005 3.66 254.49 +1.88%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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