JGRUX

About JGRUX

JPMorgan U.S. Value Fund Class R4 is a mutual fund designed to provide long-term capital growth and dividend income by focusing on large-cap U.S. value stocks. The fund primarily invests at least 80% of its total assets in common stocks of a broad range of companies whose market capitalizations are generally within the S&P 500 Index universe. Employing an active management approach, the fund's managers seek to identify attractively valued securities with strong growth potential, emphasizing fundamental analysis to construct a diversified portfolio. The fund typically holds positions across financials, healthcare, energy, and industrial sectors, with top holdings often including major companies like Wells Fargo, UnitedHealth Group, and Berkshire Hathaway. As part of the large value category, the fund serves investors looking for exposure to established firms trading at below-average valuations, while also seeking potential dividend income. With a strong Morningstar performance rating and a track record of steady returns, the JPMorgan U.S. Value Fund Class R4 is recognized for its disciplined value-oriented strategy in the U.S. equity market.