JUECX — JPMorgan U.S. Equity Fund Class C
JPMorgan U.S. Equity Fund Class C (JUECX)
JUECX pays a 0.00% distribution rate, on a 1.44% expense ratio. Total return is 3393.5% over the past 24.9 years, 2385.5 points ahead of SPY at 1008.0%. Its deepest 1-year drawdown was 12.0%.
JPMorgan U.S. Equity Fund is a mutual fund that invests at least 80% of its assets in equity securities of U.S. companies, primarily focusing on large- and medium-capitalization stocks while allowing up to 20% in foreign equities. The fund carries a high current distribution rate and an expense ratio of 1.44%. It may appeal to equity income investors seeking U.S. market exposure with regular distributions.
JUECX key facts
- Issuer
- JPMorgan
- Asset type
- Mutual Fund
- Asset class
- Equity
- Inception date
- 09/17/1993
- Expense ratio
- 1.44%
- Distribution rate
- 0.00%
- Trailing yield
- 5.27%
- Last close
- $27.05
- AUM
- $33,379,130,000
- Average volume
- 0.0
- Last dividend
- $1.4260
- Ex-dividend date
- 12/11/2025
- Beta
- 1.04
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