JPM US Select Fund C - Net IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 21.2 | 30.6 | -11.2 | 20.1 | 14.2 |
![]() | +/-Cat | 7.1 | 4.3 | -1.8 | 2.9 | 0.7 |
![]() | +/-B’mrk | 4.4 | 3.5 | -1.5 | 1.0 | -1.1 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 14/08/2024 | GBP 5.49 | |
Day Change | 1.31% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00B2Q5DQ98 | |
Fund Size (Mil) 14/08/2024 | GBP 1313.66 | |
Share Class Size (Mil) 14/08/2024 | GBP 79.70 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.62% |
Morningstar Research |
Analyst Report | 04/12/2023 Adam Sabban, Senior Analyst Morningstar, Inc |
Greater confidence in the investment process of the JPMorgan US Select Equity strategy (which includes the U.S. mutual fund, U.K., and Luxembourg vehicles) leads to a Morningstar Analyst Rating upgrade to Silver from Bronze or to Bronze from... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPM US Select Fund C - Net Income |
To provide capital growth by investing in a portfolio of equity securities of US companies. At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the US. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Scott Davis 21/07/2016 | ||
Shilpee Raina 02/11/2021 | ||
Inception Date 20/08/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 (Net of 15% with tax) | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM US Select Fund C - Net Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.72 |
![]() | ![]() | 7.91 |
![]() | ![]() | 7.32 |
![]() | ![]() | 4.44 |
![]() | ![]() | 3.37 |
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JPM US Select Fund C - Net Income |