JPMorgan Investment Funds - US Select Equity Fund I (acc) - USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 21.1 | 30.1 | -11.5 | 21.0 | 9.0 | |
+/-Cat | 7.1 | 3.8 | -2.1 | 3.8 | 1.7 | |
+/-B’mrk | 4.4 | 3.0 | -1.7 | 1.9 | 1.3 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 10/05/2024 | USD 507.80 | |
Day Change | 1.04% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU0248005711 | |
Fund Size (Mil) 10/05/2024 | USD 7871.91 | |
Share Class Size (Mil) 10/05/2024 | USD 934.27 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.64% |
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: JPMorgan Investment Funds - US Select Equity Fund I (acc) - USD |
To achieve a return in excess of the US equity market by investing primarily in US companies. Uses a research-driven investment process that is based on the fundamental analysis of companies and their future earnings and cash flows by a team of specialist sector analysts. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Scott Davis 21/07/2016 | ||
Shilpee Raina 02/11/2021 | ||
Inception Date 15/05/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR USD | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - US Select Equity Fund I (acc) - USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.27 |
NVIDIA Corp | Technology | 6.02 |
Amazon.com Inc | Consumer Cyclical | 5.25 |
Apple Inc | Technology | 4.95 |
Meta Platforms Inc Class A | Communication Services | 3.28 |
Increase Decrease New since last portfolio | ||
JPMorgan Investment Funds - US Select Equity Fund I (acc) - USD |