JPMorgan Global Research Enhanced Index Fund

Class Other (JEITX)

U.S. News evaluated 304 World Stock 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 24.27 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.3%
1 Year 24.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in securities that are included in the index designated by the fund or securities whose economic returns are similar to such index or its components. It seeks to outperform the Morgan Stanley Capital International (MSCI) World Index (net of foreign withholding taxes) (the index) over time while maintaining similar risk characteristics. In implementing its strategy, the fund primarily invests in securities included within the universe of the index.

Fees

Fees are Average compared to funds in the same category.
JPMorgan Global Research Enhanced Index Fund has an expense ratio of 0.33 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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