ONECX Mutual Fund
ONECX Mutual Fund
JPMorgan Investor Growth & Income Fund Class C
ONECX Mutual Fund Overview
ONECX Mutual Fund (JPMorgan Investor Growth & Income Fund Class C) is managed by J.P. Morgan Asset Management with $88.2M in net assets. ONECX expense ratio is 1.47%, holding 26 positions across sectors including Unknown, Financials. Inception date: 1997-07-01.
ONECX performance shows a YTD return of 6.22%. The 1-year return is 13.80% and the 5-year return is 6.32%. ONECX dividend yield stands at 2.08%, paid quarterly.
ONECX 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 ONECX holdings, sector breakdown, or dividend history.
ONECX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ONECX alternatives are available via the screener, along with tax-loss harvesting opportunities.