JPMorgan Funds - US Select Equity Plus Fund X (dist) - USDRegister to Unlock Ratings |
Performance History | 30/04/2019 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 5.3 | 31.4 | 12.4 | -1.5 | 15.8 |
![]() | +/-Cat | 1.3 | 0.9 | 2.6 | -0.1 | - |
![]() | +/-B’mrk | -0.8 | -0.8 | 1.8 | -2.4 | - |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 15/05/2019 | USD 212.71 | |
Day Change | 0.52% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU0840950520 | |
Fund Size (Mil) 14/08/2024 | USD 5586.73 | |
Share Class Size (Mil) 15/05/2019 | USD 3.26 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2019 | 0.16% |
Investment Objective: JPMorgan Funds - US Select Equity Plus Fund X (dist) - USD |
To provide long-term capital growth, through exposure to US companies by direct investment in securities of such companies and through the use of derivatives. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Susan Bao 05/07/2007 | ||
Steven Lee 19/12/2017 | ||
Inception Date 10/10/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR EUR | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Select Equity Plus Fund X (dist) - USD | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.16 |
![]() | ![]() | 6.98 |
![]() | ![]() | 6.81 |
![]() | ![]() | 5.25 |
![]() | ![]() | 4.46 |
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JPMorgan Funds - US Select Equity Plus Fund X (dist) - USD |