4 / 5 Stars
5 5 4 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#45 in Large Blend
U.S. News evaluated 476 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 32.66 percent over the past year, 17.47 percent over the past three years, 17.99 percent over the past five years, and 7.76 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||31.3%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||7.8%|
The investment seeks to provide high after-tax total return from a portfolio of selected equity securities. The fund invests at least 80% of its assets in equity securities. It 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. Sector by sector, the fund's weightings are similar to those of the S&P 500 Index. Within each sector, the fund focuses on those equity securities that it considers undervalued and seeks to outperform the S&P 500 through superior stock selection.
Fees are Average compared to funds in the same category.
JPMorgan Tax Aware Equity Fund has an expense ratio of 0.55 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.