JSOZX Mutual Fund
JSOZX Mutual Fund
JPMorgan Strategic Income Opportunities Fund Class R6
JSOZX Mutual Fund Overview
JSOZX Mutual Fund (JPMorgan Strategic Income Opportunities Fund Class R6) is managed by J.P. Morgan Asset Management with $1.81B in net assets. JSOZX expense ratio is 0.50%, holding 875 positions across sectors including Financials, Other, Consumer Staples. Inception date: 2017-11-01.
JSOZX performance shows data across multiple time periods. The 1-year return is 3.99% and the 5-year return is 3.64%. JSOZX dividend yield stands at 4.48%, paid monthly.
JSOZX top holdings include Jpmorgan Prime Money Market Fund, Class Im (45.6%), Fannie Mae Pool 2.5%06/01/2051 (2.5%), Lloyds Banking Group Plc Regd V/r /perp/ 7.50000000 (1.0%), USD/KRW Forward (0.6%), Keurig Dr Pepper Inc Company Guar 11/26 Var (0.5%). View all JSOZX holdings, sector breakdown, or dividend history.
JSOZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSOZX alternatives are available via the screener, along with tax-loss harvesting opportunities.