JFQUX Mutual Fund (JPMorgan Investor Balanced Fund Class R6) is managed by J.P. Morgan Asset Management with $65.9M in net assets. JFQUX expense ratio is 0.44%, holding 26 positions across sectors including Unknown, Financials. Inception date: 2017-07-31.

JFQUX performance shows a YTD return of 5.40%. The 1-year return is 12.38% and the 5-year return is 6.01%. JFQUX dividend yield stands at 3.26%, paid quarterly.

JFQUX top holdings include Jpmorgan Core Bond Fund, Class R6 (23.1%), Jpmorgan Core Plus Bond Fund, Class R6 (12.3%), U.S. Equity Fund, Class R6 (8.4%), Jpmorgan Income Fund, Class R6 (5.4%), JPMorgan International Research Enhanced Equity ETF (5.3%). View all JFQUX holdings, sector breakdown, or dividend history.

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