JPMorgan Funds - America Equity Fund A (dist) - USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- JPM America investerer i verdipapirer utstedt av nordamerikanske selskaper. Fondet vil investere i verdipapirer som er noterte eller handles på børs eller Nasdaq, og vil konsentrere seg om selskaper som kan oppvise en fremgangsrik ledelse og gode økonomiske resultater.
Investment horizon
- JPMorgan Funds - America Equity Fund A (dist) - USD is a Equity 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
05 Jun 2025
- Start date15 Nov 1988
- ISINLU0053666078
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
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp6.6%
- Amazon.com Inc5.5%
- Apple Inc3.9%
- Meta Platforms Inc Class A3.8%
- Berkshire Hathaway Inc Class B3.7%
- NVIDIA Corp3.4%
- Capital One Financial Corp3.3%
- Kinder Morgan Inc Class P3.2%
- Loews Corp3.1%
- Broadcom Inc3.1%