JGIRX Mutual Fund
JGIRX Mutual Fund
JPMorgan US GARP Equity Fund Class R5
JGIRX Mutual Fund Overview
JGIRX Mutual Fund (JPMorgan US GARP Equity Fund Class R5) is managed by J.P. Morgan Asset Management with $4.3M in net assets. JGIRX expense ratio is 0.44%, holding 93 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-05-15.
JGIRX performance shows a YTD return of 6.67%. The 1-year return is 20.91% and the 5-year return is 14.66%. JGIRX dividend yield stands at 7.25%, paid annually.
JGIRX 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 JGIRX holdings, sector breakdown, or dividend history.
JGIRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JGIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.