JICAX Mutual Fund

JICAX Mutual Fund (JPMorgan US Sustainable Leaders Fund Class A) is managed by J.P. Morgan Asset Management with $160.2M in net assets. JICAX expense ratio is 0.64%, holding 76 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2005-02-18.

JICAX performance shows a YTD return of 6.25%. The 1-year return is 6.33% and the 5-year return is 8.93%. JICAX dividend yield stands at 0.42%, paid annually.

JICAX top holdings include NVIDIA Corp (8.7%), Microsoft Corp (7.1%), Amazon.com Inc (5.9%), Apple Inc (4.9%), Alphabet Inc,class A (4.8%). Go to all JICAX holdings, JICAX sectors, or JICAX dividends.

JICAX can be compared against other funds. Use JICAX overlap to find shared positions, or JICAX vs another fund for a side-by-side view. JICAX alternatives are available via the screener, along with tax-loss harvesting opportunities.