FB RESEARCH · ISSUE 26/19

Notes from the data.

Short, sharp pieces from our analysts on funds, flows, sectors and what the numbers are actually saying right now. Every note is anchored to live data on the platform — click any reference to jump straight to the fund, category, or holding.

PUBLISHED WEEKLY · MON 2 ACTIVE NOTES

This week

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NO. 002
Funds · 4 min

JP Morgan’s US value bet: what active is actually doing differently

JPMorgan's US Value Fund costs 1.50% a year. Its sibling America Equity Fund costs 0.65%. Both sit in one of the hardest categories for active managers to justify their fees.

US Value Fund (CNH) A LU2499265663 America Equity Fund (USD) C LU0129459060 America Equity Fund (EUR) C LU0289216672