JPMorgan U.S. Equity Fund
Shareclass
JPMorgan US Equity I (JUESX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 423 out of 2,547 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
JPMorgan U.S. Equity Fund JUESX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Marriott International Inc Class A0.97% of assets$313.28M invested
- 2. Mastercard Inc Class A2.55% of assets$819.56M invested
- 3. Wells Fargo & Co3.06% of assets$985.9M invested
- 4. Northrop Grumman Corp1.72% of assets$552.32M invested
- 5. Mondelez International Inc Class A1.19% of assets$382.13M invested
- 6. Microsoft Corp8.52% of assets$2.74B invested
- 7. McDonald's Corp1.81% of assets$582.24M invested
- 8. American Express Co2.31% of assets$743.58M invested
- 9. Intuit Inc1% of assets$322.17M invested
- 10. Exxon Mobil Corp2.22% of assets$715.46M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Corpay Inc0.08% of assets$26.04M invested
- 2. Broadcom Inc2.77% of assets$893.09M invested
- 3. Marvell Technology Inc0.75% of assets$240.4M invested
- 4. CSX Corp1.62% of assets$520.66M invested
- 5. Vulcan Materials Co1.89% of assets$607.59M invested
- 6. Howmet Aerospace Inc1.02% of assets$327.54M invested
- 7. Arthur J. Gallagher & Co1.63% of assets$526.15M invested
- 8. NextEra Energy Inc1.01% of assets$323.6M invested
- 9. Micron Technology Inc0.84% of assets$269.94M invested
- 10. Tesla Inc1.39% of assets$446.49M invested
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Financial performance
Performance data provided by
Find more financial data on JUESX at Morningstar.com
Find more financial data on JUESX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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