All funds

JPMorgan Funds - Global Research Enhanced Index Equity Fund A (acc) USD

Index fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

No 

Sustainability

Development

Last 5 years

Details

  • The fund 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.
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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
  • NAV/Price
  • Margin rate
  • Start date
  • ISIN
    LU2402382688

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

Annual cost

  • Ongoing costs
    Includes management fees of 0,38 %
  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • NVIDIA Corp
    6.2%
  • Apple Inc
    5.3%
  • Microsoft Corp
    4.4%
  • Amazon.com Inc
    2.9%
  • Alphabet Inc Class A
    2.3%
JPMorgan Funds - Global Research Enhanced Index Equity Fund A (acc) USD - Buy mutual fund - DNB