JPGSX Mutual Fund
JPGSX Mutual Fund
JPMorgan US GARP Equity Fund Class I
JPGSX Mutual Fund Overview
JPGSX Mutual Fund (JPMorgan US GARP Equity Fund Class I) is managed by J.P. Morgan Asset Management with $214.3M in net assets. JPGSX expense ratio is 0.59%, holding 93 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2003-02-28.
JPGSX performance shows a YTD return of 6.59%. The 1-year return is 20.72% and the 5-year return is 14.49%. JPGSX dividend yield stands at 6.88%, paid annually.
JPGSX top holdings include Nvidia Corp (13.1%), Apple Inc (9.7%), Microsoft Corp 4.100 Feb 06 37 (9.2%), Amazon.Com Inc (5.8%), Broadcom Inc (4.5%). View all JPGSX holdings, sector breakdown, or dividend history.
JPGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JPGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.