JPMorgan Tax Aware Equity Fund (JPDEX)
JPMorgan Tax Aware Equity Fund operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $41.61, up 0.00% on the session, giving a market capitalisation of $798.1M. Its beta of 0.98 implies it has historically moved less than the broad market.
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.
JPMorgan Tax Aware Equity Fund is most often compared with the following Financial Services names: