JGISX Mutual Fund
JGISX Mutual Fund
JPMorgan US GARP Equity Fund Class R6
JGISX Mutual Fund Overview
JGISX Mutual Fund (JPMorgan US GARP Equity Fund Class R6) is managed by J.P. Morgan Asset Management with $818.9M in net assets. JGISX expense ratio is 0.34%, holding 93 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2015-11-02.
JGISX performance shows a YTD return of 6.73%. The 1-year return is 21.04% and the 5-year return is 14.77%. JGISX dividend yield stands at 7.33%, paid annually.
JGISX 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 JGISX holdings, sector breakdown, or dividend history.
JGISX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JGISX alternatives are available via the screener, along with tax-loss harvesting opportunities.