JPMorgan Funds - Global Research Enhanced Index Equity Fund A (acc) - USD
Index fund
1 year
USA
Largest region
Medium
Risk
Cost
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
05 Jun 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
Costs
- Ongoing costs
Includes management fees of 0,38 %
- 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 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Apple Inc4.6%
- Microsoft Corp4.4%
- NVIDIA Corp4.0%
- Amazon.com Inc2.8%
- Meta Platforms Inc Class A1.9%
- Alphabet Inc Class A1.4%
- Broadcom Inc1.2%
- Visa Inc Class A1.2%
- Tesla Inc1.1%
- Alphabet Inc Class C1.0%