Description

The JPMorgan Tax Aware Equity Fund Class A's primary objective is to deliver substantial overall returns to investors, with a particular emphasis on after-tax performance. The fund commits a minimum of 80% of its capital to equity investments, predominantly focusing on common shares issued by large and mid-sized U.S. corporations. While primarily domestic, it retains the flexibility to allocate up to 20% of its portfolio to international equities, including instruments like depositary receipts. The investment advisor's strategy involves identifying and purchasing equity securities that are considered to be attractively priced, with the ultimate goal of surpassing the performance of its designated benchmark through astute stock selection.