JFBUX Mutual Fund

JFBUX Mutual Fund (JPMorgan Investor Growth & Income Fund Class R6) is managed by J.P. Morgan Asset Management with $117.5M 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 6.97%. JFBUX dividend yield stands at 4.95%, paid quarterly.

JFBUX 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%). 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.