JPMorgan Funds - Global Research Enhanced Index Equity Fund A (acc) - USD
Index fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
No
Sustainability
Development
Last 5 years
Description
- To achieve a long-term return in excess of the benchmark by investing primarily in a portfolio of companies globally; the risk characteristics of the portfolio of securities held by the Sub-Fund will resemble the risk characteristics of the portfolio of securities held in the benchmark.
Investment horizon
- JPMorgan Funds - Global Research Enhanced Index Equity Fund A (acc) - USD is a Index fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
10 Sept 2025
- Start date16 Jun 2022
- ISINLU2402382688
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityNo
Annual cost
- Ongoing costs
Includes management fees of 0,38 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp6.0%
- Microsoft Corp5.2%
- Apple Inc4.0%
- Amazon.com Inc3.1%
- Meta Platforms Inc Class A2.5%
- Broadcom Inc1.7%
- Alphabet Inc Class A1.5%
- Tesla Inc1.1%
- Alphabet Inc Class C1.1%
- Visa Inc Class A1.1%