JIIGX Mutual Fund

JIIGX Mutual Fund (JPMorgan US Sustainable Leaders Fund Class R6) is managed by J.P. Morgan Asset Management with $73.7M in net assets. JIIGX expense ratio is 0.34%, holding 76 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2020-09-30.

JIIGX performance shows a YTD return of 6.51%. The 1-year return is 6.66% and the 5-year return is 9.26%. JIIGX dividend yield stands at 0.63%, paid annually.

JIIGX 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 JIIGX holdings, JIIGX sectors, or JIIGX dividends.

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