Fund info

JPMorgan U.S. Value Fund Class R6 is a mutual fund dedicated to investing in U.S. companies that are considered undervalued relative to their long-term growth potential. Managed by JPMorgan Asset Management, this fund primarily targets large-cap stocks, employing an active equity management approach centered on identifying attractively valued securities based on robust fundamentals. Its portfolio is broadly diversified and occasionally includes a small percentage of foreign equities, with the vast majority allocated to domestic stocks. As a Class R6 share, the fund is tailored for institutional investors and features a low expense ratio to enhance net returns. The fund’s performance record reflects a history of delivering consistent returns above its benchmark in most years, particularly in bull markets, while demonstrating resilience during market downturns. It distributes dividends quarterly and maintains a disciplined value investment style, seeking to provide long-term capital appreciation within the large value category.