JUEAX Rating, Research - JPMorgan Us Equity A

JPMorgan Us Equity A (jueax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 281

Threats + Weaknesses = 169

When strengths & opportunities substantially exceed threats & weaknesses an investment in the jueax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Us Equity A (JUEAX) Description: JUEAX is a mutual fund, which is an investment that owns a basket of assets. The JUEAX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a long management tenure and is in the average fund size classification. JUEAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. JUEAXs expense ratio is roughly 1%. The latest JUEAXs front end load was 5% and the back end load was 0%. The JPMorgan Us Equity A (JUEAX) mutual fund falls under the large-cap mixed category. JUEAX focuses its investments in USA and JUEAX is not affiliated with a particular industry or fund sector. The JPMorgan Us Equity A (JUEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JUEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JUEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation on an after-tax basis. The fund normally invests in a combination of tax-managed equity portfolios managed by Eaton Vance or its affiliates. It generally invests at least 65% of assets in other Eaton Vance tax-managed portfolios. It may invest up to 25% of assets in portfolios that primarily invest in small, emerging, or foreign companies. The fund normally invests in at least three different Eaton Vance tax-managed portfolios.

Management Analysis Update

Performance Analysis Update