JFBUX Mutual Fund (JPMorgan Investor Growth & Income Fund Class R6) is managed by J.P. Morgan Asset Management with $114.6M in net assets. JFBUX expense ratio is 0.47%, holding 26 positions across sectors including Unknown, Financials. Inception date: 2017-07-31.

JFBUX performance shows a YTD return of 6.67%. The 1-year return is 14.98% and the 5-year return is 7.40%. JFBUX dividend yield stands at 2.96%, paid quarterly.

JFBUX top holdings include Jpmorgan Core Bond Fund, Class R6 (16.6%), U.S. Equity Fund, Class R6 (9.9%), Large Cap Growth Fund, Class R6 (9.2%), Jpmorgan Core Plus Bond Fund, Class R6 (7.8%), Large Cap Value Fund, Class R6 (7.1%). View all JFBUX holdings, sector breakdown, or dividend history.

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