- JPMorgan International Equity Fund
JPMorgan
- International
- Large-Cap
- Core
Summary
The fund seeks total return by investing in companies across any size outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team focuses on companies in foreign developed markets and, opportunistically, in emerging markets.
The team evaluates companies on the basis of factors, such as fundamental economic strength, earnings growth, quality of management, sector growth, credit quality and interest rate trends.
Additionally, the research team integrates environmental, social and More
Price
Last Close
$16.29 ( +0.04 )
52 Week HL
$22.79 - $16.15
Net Assets
$4520 M
Expense Ratio
0.50 %
Sector Allocation
Feb 28, 2021Top 10 Holdings
Mar 27, 2021Company Name
- ASML Holding
- Nestle Sa
- Roche Holding
- AIA Group
- LVMH Moet
Holding
- 2.8
- 2.8
- 2.6
- 2.3
- 2.3
Company Name
- Novo Nordisk
- Diageo Plc
- Sony Corp.
- TOTAL SE
- Schneider Electric
- Total
Holding
- 2.0
- 1.9
- 1.9
- 1.9
- 1.6
- 22.1%
Manager

Name
Thomas Murray
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-23.1 %
3 Year
3.12%
5 Year
-4.58%
Best
34.91%
2009
Worst
-43.65%
2008
Returns +
Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Q1 | -9.9% | 1.1% | -22.1% | 12.3% | -1.6% | 8.6% | -3.8% | 5.3% | -1.2% | 1.8% | - |
Q2 | -13.1% | 5.6% | 17.4% | 5.2% | -1.9% | 6.6% | -0.2% | 2.1% | 3.6% | -0.8% | - |
Q3 | - | -0.8% | 6.9% | -2.2% | 0.1% | 6.4% | 8.4% | -12.3% | -5% | 9.4% | - |
Q4 | - | -1.4% | 14.5% | 5.5% | -12.8% | 5.4% | -2.2% | 3.7% | -3.4% | 4.2% | - |
Returns +
Monthly
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -8% | -0.9% | -1.2% | -6.9% | -8.3% | - | - | - | - | - | - | - |
2021 | -1.9% | 1.8% | 1.3% | 3.5% | 3.9% | -1.8% | 1.9% | 2.1% | -4.7% | 4.7% | -4.2% | -1.7% |
+
Annual
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|
0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
JIERX | -23% | 5% | 12% | 24% | -18% | 30% | 2% | -2% | -6% | 16% | 22% |
S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
Alpha | -23% | -24% | -4% | -5% | -11% | 11% | -6% | -2% | -20% | -14% | 22% |