Mutual Funds - Profile

JPMorgan US Research Enhanced Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks high total return by investing in mid-and large-size companies in the United States.

The investment process is designed to highlight companies that appear to be undervalued. The aim of the process is to outperform the benchmark index with minimum volatility.

The research team employs a three-step process that combines research, valuation and stock selection. The team also takes an in-depth look at a company’s prospects over a period as long as five years to gain insight into a company's growth potential.

Next, the team ranks the companies in each sector More

Price

  • Last Close
  • $35.49
    -0.2
  • 52 Week HL
  • $40.28 - $27.65
  • Net Assets
  • $5070 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Microsoft Corp.
Apple Inc
Amazon Com
Alphabet Inc
Alphabet Inc
Company Holding
Facebook Inc
Berkshire Hathaway
Mastercard Incorporated
Tesla Inc
Visa Inc
Total 0%

Manager

  • Name
  • Raffaele Zingone
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-2.2 % YTD

  • 3 Year
  • 46.29%
  • 5 Year
  • 70.85%
  • Best
  • 33.56%
    2013
  • Worst
  • -36.97%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
JDEAX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.2% 6.7% -19.6% 13% -1.6% 6.5% -0.7% 1.4% 2.6% 10.9% -
Q2 - 8.6% 21.5% 2.5% 5.5% 2.4% 1.3% 0.8% 5.4% 4% -
Q3 - -0.2% 8.7% - 7.4% 4.5% 4.2% -9.8% 1.2% 4.2% -
Q4 - -0.3% 9.1% -1.5% -14.3% 6.1% 4.4% 5.4% 5.3% 10.8% -

Returns +
M

J F M A M J J A S O N D
2022 -2.2% - - - - - - - - - - -
2021 -0.7% 2.7% 4.6% 5.7% 0.7% 2.1% 2.4% 2.7% -5.1% 7.4% 0.4% -7.5%

Annual
Return

Index Comparison

Alpha

NAV