JPMorgan US Research Enhanced Equity Fund - JPMorgan
Shareclass
JPMorgan US Research Enhanced Equity Fund Class R6 (JDEUX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund JPMorgan US Research Enhanced Equity Fund - JPMorgan
FUND COVERAGE
# of holdings149
% of assets96%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp0.21%$23.65M
- 2. Bank of America Corp1.18%$135.13M
- 3. Welltower Inc0.32%$36.65M
- 4. Mondelez International Inc0.59%$67.56M
- 5. Mastercard Inc1.53%$175M
- 6. Citigroup Inc0.36%$40.97M
- 7. Philip Morris International Inc0.48%$55.48M
- 8. Hilton Worldwide Holdings Inc0.55%$62.76M
- 9. Wells Fargo & Co1.11%$127.39M
- 10. Expedia Group Inc0.27%$31.16M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp0.09%$9.75M
- 2. Palantir Technologies Inc0.5%$57.17M
- 3. AppLovin Corp0.18%$20.86M
- 4. Berkshire Hathaway Inc1.36%$155.31M
- 5. Charter Communications Inc0.12%$13.62M
- 6. Corpay Inc0.36%$40.71M
- 7. Martin Marietta Materials Inc0.18%$20.71M
- 8. NextEra Energy Inc0.81%$93.22M
- 9. Broadcom Inc2.64%$302.22M
- 10. Vulcan Materials Co0.2%$22.69M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund JPMorgan US Research Enhanced Equity Fund - JPMorgan
Totals
Holdings
Assets
Weight
Prisons
12.0
$2.31B
20%
Prisons high risk
3.0
$48.2M
0.42%
Private prisons
0.0
$0
0%
Borders
12.0
$2.14B
19%
Borders high risk
5.0
$218.33M
1.91%
Total
18.0
$2.62B
23%
Holdings — 18 flagged holdings
1.
Microsoft Corp
:$747.11M
6.53%
2.
Amazon.com Inc
:$465.99M
4.07%
3.
Alphabet Inc
:$351.76M
3.07%
4.
Alphabet Inc
:$231.58M
2.02%
5.
Berkshire Hathaway Inc
$155.31M
1.36%
6.
3M Co
$93.48M
0.82%
7.
RTX Corp
:$86.19M
0.75%
8.
Walmart Inc
$84.05M
0.73%
9.
McDonald's Corp
$80.92M
0.71%
10.
AT&T Inc
:$57.79M
0.5%
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 US Research Enhanced Equity Fund - JPMorgan JDEUX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer