JPMorgan U.S. Research Enhanced Equity Fund Class A (JDEAX)
JPMorgan U.S. Research Enhanced Equity Fund Class A operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $52.92, up 0.27% on the session, giving a market capitalisation of $11.85B. Its beta of 0.99 implies it has historically moved less than the broad market.
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.
JPMorgan U.S. Research Enhanced Equity Fund Class A is most often compared with the following Financial Services names: