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Yahoo
18-07-2025
- Business
- Yahoo
Is JPMorgan US Rsrch Enhanc Equity A (JDEAX) a Strong Mutual Fund Pick Right Now?
If you have been looking for Large Cap Blend funds, a place to start could be JPMorgan US Rsrch Enhanc Equity A (JDEAX). JDEAX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Objective We note that JDEAX is a Large Cap Blend option, an area loaded with different options. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a " buy and hold " mindset. Additionally, blended funds mix large, more established firms into their portfolios, giving investors exposure to value and growth opportunities. History of Fund/Manager JDEAX finds itself in the J.P. Morgan family, based out of Boston, MA. Since JPMorgan US Rsrch Enhanc Equity A made its debut in January of 1997, JDEAX has garnered more than $572.98 million in assets. The fund is currently managed by Raffaele Zingone who has been in charge of the fund since July of 2002. Performance Investors naturally seek funds with strong performance. This fund in particular has delivered a 5-year annualized total return of 16.92%, and is in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 19.58%, which places it in the top third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 14.79%, the standard deviation of JDEAX over the past three years is 15.65%. Over the past 5 years, the standard deviation of the fund is 16.37% compared to the category average of 14.33%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors Investors should note that the fund has a 5-year beta of 1, which means it is hypothetically as volatile as the market at large. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. With a positive alpha of 0.26, managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. Holdings Examining the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is largely on equities that are traded in the United States. As of the last filing date, the mutual fund has 90.42% of its assets in stocks, and these companies have an average market capitalization of $444.91 billion. The fund has the heaviest exposure to the following market sectors: Technology Finance Turnover is 39%, which means, on average, the fund makes fewer trades than the average comparable fund. Expenses As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, JDEAX is a load fund. It has an expense ratio of 0.60% compared to the category average of 0.87%. Looking at the fund from a cost perspective, JDEAX is actually cheaper than its peers. Investors should also note that the minimum initial investment for the product is $1,000 and that each subsequent investment needs to be at $50 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Bottom Line Overall, JPMorgan US Rsrch Enhanc Equity A ( JDEAX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, JPMorgan US Rsrch Enhanc Equity A ( JDEAX ) looks like a good potential choice for investors right now. Want even more information about JDEAX? Then go over to and check out our mutual fund comparison tool, and all of the other great features that we have to help you with your mutual fund analysis for additional information. And don't forget, Zacks has all of your needs covered on the equity side too! Make sure to check out for more information on our screening capabilities, Rank, and all our articles as well. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (JDEAX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
02-06-2025
- Business
- Yahoo
Grab These 3 Large-Cap Blend Mutual Funds for Fantastic Returns
Large-cap blend mutual funds seek to offer value appreciation through capital gains with relatively less volatility by investing in both value and growth stocks. Blend funds, also known as 'hybrid funds,' owe their origin to a graphical representation of a fund's equity-style box. In addition to diversification, blend funds are great for investors seeking a mix of growth and value. Meanwhile, significant exposure to large-cap stocks makes these blend funds safer for risk-averse investors than small-cap and mid-cap funds. Companies with a market capitalization above $10 billion are generally considered large-cap firms. Also, these funds are believed to provide a long-term performance history and assure more stability than mid or small-caps. Below, we share with you three top-ranked large-cap blend mutual funds, namely Fidelity Growth & Income FGRIX, JPMorgan U.S. Research Enhanced Equity Fund JDEAX and American Funds Investment Company of America AIVSX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds. Fidelity Growth & Income seeks dividend income along with capital appreciation by investing the majority of its net assets in domestic and foreign issues. FGRIX advisors invest in bonds, including low-quality debt securities, otherwise known as junk bonds, as well as stocks, which show prospects for future income and capital appreciation. The fund has returned 13% over the past three years. As of January 2025, FGRIXheld 169 issues, with 7% of its assets invested in Microsoft. JPMorgan U.S. Research Enhanced Equity Fund seeks total return from a diversified portfolio of equity securities with a risk profile similar to the S&P 500 Index. JDEAX invests the majority of its assets in common stocks of both U.S. companies, which are primarily part of the S&P 500 Index. The fund has returned 11.9% over the past three years. JDEAX has an expense ratio of 0.60% compared with the category average of 0.88%. American Funds Investment Company of America seeks long-term growth of capital and income, placing great emphasis on future dividends. AIVSX invests in common stocks and holds securities convertible into common stocks, as well as bonds, U.S. government securities, nonconvertible preferred stocks and cash and equivalents. The fund has returned 14.7% over the past three years. James B. Lovelace has been one of the fund managers of AIVSX since 1992. To view the Zacks Rank and the past performance of all large-cap blend mutual funds, investors can click here to see the complete list of large-cap blend mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (JDEAX): Fund Analysis Report Get Your Free (FGRIX): Fund Analysis Report Get Your Free (AIVSX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
