JPMorgan Investment Funds - US Select Equity Fund X (acc) - USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 21.8 | 30.7 | -11.1 | 21.6 | 9.2 | |
+/-Cat | 7.7 | 4.4 | -1.7 | 4.4 | 1.2 | |
+/-B’mrk | 5.0 | 3.6 | -1.3 | 2.5 | 1.4 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 30/04/2024 | USD 786.57 | |
Day Change | 0.35% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU0085143211 | |
Fund Size (Mil) 01/05/2024 | USD 7662.85 | |
Share Class Size (Mil) 30/04/2024 | USD 440.00 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.14% |
Investment Objective: JPMorgan Investment Funds - US Select Equity Fund X (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 06/04/1998 |
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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 X (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 X (acc) - USD |