JPDRX Mutual Fund (JPMorgan Preferred and Income Securities Fund Class R6) is managed by J.P. Morgan Asset Management with $1.24B in net assets. JPDRX expense ratio is 0.57%, holding 165 positions across sectors including Financials, Other, Utilities. Inception date: 2022-03-31.

JPDRX performance shows a YTD return of 1.87%. The 1-year return is 6.49%. JPDRX dividend yield stands at 5.07%, paid annually.

JPDRX top holdings include Jpmorgan Prime Money Market Fund, Class Im (5.3%), Invesco Preferred ETF (3.1%), Ubs Group Agperpetual Bonds (3.0%), Banco Santander, S.A. 9.625 02-21-2172 (2.3%), Bnp Paribas Sa (2.0%). View all JPDRX holdings, sector breakdown, or dividend history.

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