JSORX Mutual Fund (JPMorgan Strategic Income Opportunities Fund Class R5) is managed by J.P. Morgan Asset Management with $53.6M in net assets. JSORX expense ratio is 0.60%, holding 875 positions across sectors including Financials, Other, Consumer Staples. Inception date: 2008-10-10.

JSORX performance shows a YTD return of 1.73%. The 1-year return is 3.80% and the 5-year return is 3.52%. JSORX dividend yield stands at 4.39%, paid monthly.

JSORX top holdings include Jpmorgan Prime Money Market Fund, Class Im (45.6%), Fnma/Fhlmc (2.5%), Lloyds Banking Group Plc Regd V/r /perp/ 7.50000000 (1.0%), Venture Global Plaquemines Lng Llc (Vgpl) 2024 Contingency Reserve Delayed Draw Term Loan 5.898 47263 2029-05-25 (0.6%), Keurig Dr Pepper Inc Company Guar 11/26 Var (0.5%). View all JSORX holdings, sector breakdown, or dividend history.

JSORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSORX alternatives are available via the screener, along with tax-loss harvesting opportunities.