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JPMorgan U.S. Equity Fund Class A

JPMorgan U.S. Equity Fund Class A

JUEAX ยท NMFQS
JUEAX ยท NMFQS
26.30
USD0.230.88%
JPMorgan U.S. Equity Fund Class A
JUEAX
26.30
USD0.230.88%

Sector weight

Sector
Equity %
Category Average
Technology
28.34%
28.87%
Financial Services
15.56%
14.87%
Consumer Cyclical
12.39%
10.20%
Healthcare
11.64%
11.81%
Industrials
10.61%
9.59%
Communication Services
6.33%
8.75%
Utilities
4.51%
2.34%
Government
4.51%
24.47%
Municipal
4.51%
0.00%
Corporate
4.51%
2.95%
Securitized
4.51%
6.90%
Cash and Equivalents
4.51%
65.67%
Derivative
4.51%
0.00%
Energy
4.45%
3.45%
Consumer Defensive
3.29%
5.99%
Basic Materials
2.22%
2.17%
Real Estate
0.67%
1.96%

World Regions

Region
Equity %
Category Average
North America
99.23%
98.23%
Europe Developed
0.42%
0.97%
Latin America
0.26%
0.07%
United Kingdom
0.06%
0.36%
Asia Developed
0.04%
0.22%
Japan
0.00%
0.07%
Australasia
0.00%
0.00%
Asia Emerging
0.00%
0.05%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.02%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
343.61K USD
394.94K USD
287.69K USD
Giant
46.77%
60.68%
45.29%
Large
37.65%
12.34%
33.33%
Medium
15.04%
19.64%
20.70%
Small
0.00%
3.49%
0.68%
Micro
0.00%
0.05%
0.00%

Valuation and Growth

Growth Rates
JUEAX.US
Category Average
Price/Prospective Earnings
21.49%
20.86%
Price/Cash Flow
15.12%
13.98%
Price/Book
4.41%
4.03%
Price/Sales
3.34%
2.53%
Dividend Yield
1.40%
1.37%
Valuation Rates
JUEAX.US
Category Average
Cash-Flow Growth
13.27%
10.20%
Historical Earnings
12.59%
12.28%
Book-Value Growth
10.90%
12.14%
Long-Term Earnings
9.30%
10.32%
Sales Growth
8.04%
8.42%

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