JPMorgan Tax Aware Equity Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 4 5
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.82 percent over the past year, 16.71 percent over the past three years, 18.60 percent over the past five years, and 7.85 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.8%
1 Year 26.8%
3 Years (Annualized) 16.7%
5 Years (Annualized) 18.6%
10 Years (Annualized) 7.8%

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Summary

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 the advisor considers undervalued and seeks to outperform the S&P 500 through superior stock selection.

Fees

Fees are Average compared to funds in the same category.
JPMorgan Tax Aware Equity Fund has an expense ratio of 0.55 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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