Is JPMorgan Disciplined Equity A (JDEAX) a Good Mutual Fund Choice Now

JPMorgan Disciplined Equity A (JDEAX) shows strong potential for investors seeking a reliable mutual fund option

Is JPMorgan Disciplined Equity A (JDEAX) a Good Mutual Fund Choice Now
Is JPMorgan Disciplined Equity A (JDEAX) a Good Mutual Fund Choice Now

Boston: If you’re on the hunt for a solid Large Cap Blend fund, you might want to check out JPMorgan Disciplined Equity A (JDEAX). This fund has a Zacks Mutual Fund Rank of 1, which is a strong buy rating. It’s based on factors like size, cost, and past performance.

JDEAX focuses on large companies, typically those with market caps over $10 billion. Investing in these larger firms can provide more stability, making it a good fit for those who prefer a buy-and-hold strategy. Plus, blended funds like this one offer a mix of value and growth opportunities.

This fund is part of the J.P. Morgan family, which is based in Boston. JDEAX started back in January 1997 and has around $176.29 million in assets. Raffaele Zingone has been managing it since July 2002, so there’s some solid experience behind it.

When it comes to performance, JDEAX has a 5-year annualized total return of 15.25%, placing it in the top third of its peers. If you look at the 3-year return, it’s at 9.08%, which is also impressive. Just keep in mind that returns might not include all expenses, so actual returns could be lower.

Another thing to consider is the fund’s volatility. JDEAX has a standard deviation of 17.12% over the past three years, which is a bit higher than the category average. This means it can be more volatile than some of its peers.

In terms of risk, the fund has a 5-year beta of 1.01, indicating it’s about as volatile as the market. It also has a positive alpha of 0.58, suggesting that the managers are good at picking stocks that outperform the benchmark.

Cost is always a factor in mutual fund investing. JDEAX has an expense ratio of 0.60%, which is lower than the category average of 0.88%. So, it’s a more affordable option compared to many others.

For those looking to invest, the minimum initial investment is $1,000, with subsequent investments starting at $50. Just remember that any fees from investment advisors aren’t included in the returns.

Overall, JPMorgan Disciplined Equity A (JDEAX) looks like a solid choice right now. With its high Zacks rank, strong performance, and lower fees, it could be a great pick for investors.

If you want to dive deeper into the Large Cap Blend mutual fund space, check out Zacks.com for more info on rankings and JDEAX.

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