JPMorgan U.S. Equity Fund Institutional Class (JMUEX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 5.11% | 4.07% | 1.04% |
Year-to-Date | 7.13% | 5.97% | 1.16% |
1 Year | 23.54% | 0.00% | 23.54% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
34%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.64%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$819
Real cost (fees + lost compounding)
$1,013
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
1.95%