JIISX Mutual Fund

JIISX Mutual Fund (JPMorgan US Sustainable Leaders Fund Class I) is managed by J.P. Morgan Asset Management with $105.9M in net assets. JIISX expense ratio is 0.39%, holding 76 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2003-02-28.

JIISX performance shows a YTD return of 6.47%. The 1-year return is 6.60% and the 5-year return is 9.20%. JIISX dividend yield stands at 0.59%, paid annually.

JIISX 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 JIISX holdings, JIISX sectors, or JIISX dividends.

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