JGTUX Mutual Fund
JGTUX Mutual Fund
JPMorgan Growth Advantage Fund Class R4
JGTUX Mutual Fund Overview
JGTUX Mutual Fund (JPMorgan Growth Advantage Fund Class R4) is managed by J.P. Morgan Asset Management with $40.4M in net assets. JGTUX expense ratio is 0.75%, holding 85 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-05-31.
JGTUX performance shows a YTD return of 5.70%. The 1-year return is 14.42% and the 5-year return is 15.48%. JGTUX dividend yield stands at 11.15%, paid annually.
JGTUX top holdings include Nvidia Corp (11.2%), Apple Inc (8.1%), Alphabet Inc series C (5.6%), Microsoft Corp 4.100 Feb 06 37 (5.2%), Broadcom Inc (4.8%). View all JGTUX holdings, sector breakdown, or dividend history.
JGTUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JGTUX alternatives are available via the screener, along with tax-loss harvesting opportunities.