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JUECX:NASDAQ

JPMorgan US Equity Fund Class C – JUECX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
14.89-0.01 (-0.07%)12.83 - 14.920.0

Market data as of 6:05PM 08/22/14. Quotes are delayed by at least 15 min.

Overview - JUECX

The investment seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.

Growth of $10,000 (10 Years)

Total Return6.63%
Yield (Trailing 12 Mo.)0.31%
Expense Ratio1.56%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure14 Years
Fund Inception09/07/2001

Trailing Total Returns - JUECX

as of 07/31/2014
TimeframeJUECXS&P 500Large Blend
1 Month-1.10%-1.38%-1.71%
3 Month3.98%3.02%2.59%
Year-to-Date5.01%5.66%4.57%
1 Year17.21%16.94%15.53%
3 Year16.58%16.84%15.14%
5 Year15.87%16.79%15.35%
10 Year8.39%8.00%7.52%
Since Inception6.63%10.61%--

Sector Allocation - JUECX

as of 07/31/2014
Basic Materials
 
3.96%
Consumer Cyclical
 
12.70%
Financial Services
 
16.24%
Real Estate
 
0.49%
Consumer Defensive
 
6.41%
Healthcare
 
14.55%
Utilities
 
2.09%
Communication Services
 
4.01%
Energy
 
10.46%
Industrials
 
10.61%
Technology
 
18.48%

Asset Allocation - JUECX

as of 07/31/2014
By PercentShort0%LongNet
Stock--
 
 
93.9293.92
Bond--
 
 
0.000.00
Other--
 
 
0.000.00
Foreign Stock--
 
 
4.764.76
Foreign Bond--
 
 
0.000.00
Total--98.6898.68
Cash--
 
 
1.321.32
Total Net Assets$10.74B
Total Stock Holdings211
Total Bond Holdings0

Top Ten Holdings - JUECX

as of 07/31/2014
CompanyYTD Return% of Assets
JNJ10.56%3.55%
AAPL21.07%3.04%
WFC12.33%2.58%
SLB20.69%2.33%
TWX26.28%2.28%
XOM-1.07%2.10%
MSFT16.07%1.93%
GOOG--1.90%
CMCSA3.61%1.85%
UNH9.09%1.79%

Valuation & Growth - JUECX

as of 07/31/2014
ValuationJUECXCategory Range
Price/Earnings18.67
Price/Book2.58
Price/Sales1.63
Price/Cash Flow10.92
Dividend Yield1.86
LT Earnings12.01
Historical Earnings13.15
Sales Growth4.27
Cash-Flow Growth9.34
Book-Value Growth7.7
Key:  Lo 
 Hi

Morningstar Summary - JUECX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 
 Hi

Tax Analysis - JUECX, 3 Year Avg

Pretax Return16.58%
Tax-adjusted Return15.32%
Tax Cost Ratio1.08%
Potential Cap Gains28.19%

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