Ticker
JPEF
Asset Class
Equity
Assets Under Management
1.59B
Issuer
JPMorgan
Inception Date
29-07-2011
Dividend Yield
0.69%
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. “Assets” means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.
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