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JPMorgan Developed International Value A (JFEAX)

14.76 -0.07 (-0.47%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 14.83
  • YTD Return 15.95%
  • Expense Ratio 1.00%
  • Category Foreign Large Value
  • Last Cap Gain -14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 653.46M
  • Beta (5Y Monthly) 0.99
  • Yield 4.26%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.65
  • Inception Date Sep 28, 2001

Under normal circumstances, the fund will invest at least 80% of the value of its assets in securities of issuers in foreign developed countries, including foreign subsidiaries of U.S. issuers. An issuer of a security will be deemed to be located in a particular country if: (i) the principal trading market for the security is in such country, (ii) the issuer is organized under the laws of such country or (iii) the issuer derives at least 50% of its revenues or profits from such country or has at least 50% of its total assets situated in such country.

JPMorgan

Fund Family

Foreign Large Value

Fund Category

653.46M

Net Assets

2001-09-28

Inception Date

Performance Overview: JFEAX

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Trailing returns as of 10/21/2024. Category is Foreign Large Value.

YTD Return

JFEAX
15.95%
Category
11.56%
?

1-Year Return

JFEAX
24.58%
Category
35.63%
?

3-Year Return

JFEAX
9.90%
Category
5.74%
?

5-Year Return

JFEAX
9.47%
Category
8.25%
?

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Holdings: JFEAX

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Top 10 Holdings (21.44% of Total Assets)

SymbolCompany% Assets
JINXX
JINXX 3.84%
ROG.SW
ROG.SW 2.84%
NOVN.SW
NOVN.SW 2.69%
SHEL.L
SHEL.L 2.59%
HSBA.L
HSBA.L 2.07%
TTE.PA
TTE.PA 1.68%
BHP.AX
BHP.AX 1.65%
ALV.DE
ALV.DE 1.46%
8306.T
8306.T 1.37%
RIO.L
RIO.L 1.25%

Sector Weightings

Recent News: JFEAX

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Research Reports: JFEAX

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