All funds

JPMorgan Investment Funds - US Select Equity Fund A (acc) - USD

Equity fund

1 year

Region

USA

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

Investment horizon

  • JPMorgan Investment Funds - US Select Equity Fund A (acc) - 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 date
    04 Jul 1984
  • ISIN
    LU0070214290

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

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 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Microsoft Corp
    8.0%
  • Apple Inc
    6.8%
  • NVIDIA Corp
    5.1%
  • Amazon.com Inc
    4.5%
  • Meta Platforms Inc Class A
    3.9%
  • Wells Fargo & Co
    3.4%
  • Mastercard Inc Class A
    2.9%
  • Broadcom Inc
    2.8%
  • Baker Hughes Co Class A
    2.4%
  • McDonald's Corp
    2.3%