JPMorgan U.S. Research Enhanced Equity Fund Class A (JDEAX) Research
The fund's core objective is to achieve consistently strong overall returns by investing in a widely diversified collection of stocks, with a risk profile designed to be comparable to the S&P 500 Index. A substantial portion of its capital, specifically at least 80% of its net assets augmented by any funds obtained through borrowing, is dedicated to investment purposes. The portfolio primarily consists of common shares from U.S. companies that are components of the S&P 500 Index, encompassing both large-capitalization and mid-capitalization enterprises. Nevertheless, the fund retains the flexibility to allocate capital to securities not explicitly listed within the S&P 500 Index.
Market snapshot
- Symbol
- JDEAX
- Price
- $51.03
- Day change
- +1.01%
- Market cap
- $11.9B
- 52-week range
- 43.65-51.72
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Akre Focus Fund Institutional Class (AKRIX)
- Fuller & Thaler Behavioral Small-Cap Equity Fund - Investor Shares (FTHNX)
- Victory Sycamore Established Value Fund Class R (GETGX)
- Hartford Core Equity Fund Class A (HAIAX)
- Hartford Core Equity Fund Class Y (HGIYX)
- JP Morgan Mid Cap Value Fund-A Share Class (JAMCX)
- MFS Series Trust I MFS Research International Fund Class A (MRSAX)
- T. Rowe Price Retirement 2055 Fund Advisor Class (PAROX)
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