JFBUX Mutual Fund
JFBUX Mutual Fund
JFBUX Mutual Fund
JPMorgan Investor Growth & Income Fund Class R6
JFBUX Mutual Fund Overview
JFBUX Mutual Fund (JPMorgan Investor Growth & Income Fund Class R6) is managed by J.P. Morgan Asset Management with $115.0M in net assets. JFBUX expense ratio is 0.47%, holding 26 positions across sectors including Financials. Inception date: 2017-07-31.
JFBUX performance shows a YTD return of 5.45%. The 1-year return is 12.76% and the 5-year return is 7.28%. JFBUX dividend yield stands at 4.88%, paid quarterly.
JFBUX top holdings include Jpmorgan Core Bond Fund, Class R6 (16.8%), U.S. Equity Fund, Class R6 (10.0%), Large Cap Growth Fund, Class R6 (9.8%), Jpmorgan Core Plus Bond Fund, Class R6 (7.6%), Large Cap Value Fund, Class R6 (7.4%). Go to all JFBUX holdings, JFBUX sectors, or JFBUX dividends.
JFBUX can be compared against other funds. Use JFBUX overlap to find shared positions, or JFBUX vs another fund for a side-by-side view. JFBUX alternatives are available via the screener, along with tax-loss harvesting opportunities.