JPMorgan Tax Aware Equity Fund (JPDEX) Research
The fund primarily allocates its investments to equity securities, committing a minimum of 80% of its assets to stocks. While its main focus is on common stocks issued by large and medium-sized U.S. companies, it also has the flexibility to invest up to one-fifth of its portfolio in foreign company common stocks, which can include depositary receipts. The Advisor's strategy involves actively selecting equity securities that are deemed attractively valued, with the ultimate goal of outperforming the fund's benchmark through discerning stock choices.
Market snapshot
- Symbol
- JPDEX
- Price
- $41.61
- Day change
- 0.00%
- Market cap
- $798.1M
- 52-week range
- 33.74-41.72
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- CGM Realty Fund (CGMRX)
- BNY Mellon Municipal Bond Fund (DRTAX)
- Janus Henderson International Opportunities Fund (HFOAX)
- Janus Henderson International Opportunities Fund (HFOCX)
- Janus Henderson International Opportunities Fund (HFOQX)
- Janus Henderson International Opportunities Fund (HFORX)
- Janus Henderson International Opportunities Fund (HFOSX)
- Victory Munder Mid-Cap Core Growth Fund (MGOAX)
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