JPMorgan Investment Funds - US Select Equity Fund C (acc) - USD

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Performance History30/09/2021
Growth of 1,000 (GBP) Advanced Graph
JPMorgan Investment Funds - US Select Equity Fund C (acc) - USD
Fund10.6-1.026.921.117.9
+/-Cat0.80.53.57.01.8
+/-B’mrk-0.6-2.10.63.91.2
 
Key Stats
NAV
20/10/2021
 USD 642.99
Day Change 0.56%
Morningstar Category™ US Large-Cap Blend Equity
ISIN LU0087133087
Fund Size (Mil)
19/10/2021
 USD 4957.60
Share Class Size (Mil)
19/10/2021
 USD 443.82
Max Initial Charge -
Ongoing Charge
12/05/2021
  1.00%
Morningstar Research
Analyst Report

JPM US Select Equity’s pivot to a more simplified management framework is a positive change but is still early in its implementation, earning cheaper share classes a Morningstar Analyst Rating of Bronze while more expensive shares are rated...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAverage
Performance
Price
Investment Objective: JPMorgan Investment Funds - US Select Equity Fund C (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. At least 67% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the US.
Returns
Trailing Returns (GBP)20/10/2021
YTD20.04
3 Years Annualised18.92
5 Years Annualised16.18
10 Years Annualised17.87
12 Month Yield 0.00
Management
Manager Name
Start Date
Scott Davis
21/07/2016
Steven Lee
28/03/2019
Inception Date
03/02/1998
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 NR USDRussell 1000 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  JPMorgan Investment Funds - US Select Equity Fund C (acc) - USD30/09/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.510.0398.48
Bond0.000.000.00
Property0.000.000.00
Cash1.920.401.52
Other0.000.000.00
Top 5 Regions%
United States96.52
Asia - Emerging1.70
Eurozone1.14
Canada0.64
Latin America0.00
Top 5 Sectors%
Technology24.77
Financial Services16.19
Consumer Cyclical16.16
Healthcare12.81
Industrials9.11
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology9.17
Alphabet Inc Class ACommunication ServicesCommunication Services7.45
Apple IncTechnologyTechnology5.74
Amazon.com IncConsumer CyclicalConsumer Cyclical5.18
Mastercard Inc Class AFinancial ServicesFinancial Services3.79
JPMorgan Investment Funds - US Select Equity Fund C (acc) - USD

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)