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Jpmorgan U.s. Research Enhanced Equity Fund Class R6 (JDEUX)

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46.83 -0.05    -0.11%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 9.28B
JPMorgan Disciplined Equity R6 46.83 -0.05 -0.11%

Jpmorgan U.s. Research Enhanced Equity Fund Class R6 Overview

 
Find basic information about the Jpmorgan U.s. Research Enhanced Equity Fund Class R6 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 JDEUX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4812A18375)
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Rating
1-Year Change34.03%
Prev. Close46.88
Risk Rating
TTM Yield1.03%
ROE32.90%
IssuerJPMorgan
Turnover39%
ROA16.20%
Inception DateMar 24, 2003
Total Assets9.28B
Expenses0.25%
Min. Investment15,000,000
Market Cap345.96B
CategoryLarge Blend
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Jpmorgan U.s. Research Enhanced Equity Fund Class R6 News


Jpmorgan U.s. Research Enhanced Equity Fund Class R6 Analysis


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Top Trump 2.0 Dividend Trades By Brett Owens - 22 hours ago

As we income investors roll into Trump 2.0, it’s time for us to “flip the script” on the trades that have worked for us over the past two years. Things have the potential to get...

Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1219 1038 1389 1335 2170 3369
Fund Return 21.93% 3.77% 38.89% 10.1% 16.75% 12.92%
Place in category 229 322 259 121 42 76
% in Category 15 25 17 9 3 11

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 67.13B 26.92 9.12 17.38
  JPMorgan Large Cap Growth Select 25.48B 26.65 8.85 17.07
  JPMorgan Equity Income R6 23.67B 15.20 6.90 9.96
  JPMorgan US Equity R6 18.17B 22.19 9.31 13.64
  JPMorgan Equity Income Select 17.01B 14.96 6.64 9.68

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 552.77B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 401.69B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 193.35B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 7.29 425.20 +0.51%
  Apple US0378331005 7.19 225.12 +0.40%
  NVIDIA US67066G1040 6.61 146.27 -1.36%
  Amazon.com US0231351067 4.01 214.10 +2.48%
  Meta Platforms US30303M1027 2.91 580.00 -0.82%

Technical Summary

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