JFQUX Mutual Fund

JFQUX Mutual Fund (JPMorgan Investor Balanced Fund Class R6) is managed by J.P. Morgan Asset Management with $62.9M in net assets. JFQUX expense ratio is 0.44%, holding 27 positions across sectors including Financials. Inception date: 2017-07-31.

JFQUX performance shows a YTD return of 5.64%. The 1-year return is 9.91% and the 5-year return is 5.86%. JFQUX dividend yield stands at 6.09%, paid quarterly.

JFQUX top holdings include Jpmorgan Core Bond Fund, Class R6 (23.1%), Jpmorgan Core Plus Bond Fund, Class R6 (11.9%), U.S. Equity Fund, Class R6 (8.4%), Large Cap Growth Fund, Class R6 (5.5%), JPMorgan International Research Enhanced Equity ETF (5.5%). Go to all JFQUX holdings, JFQUX sectors, or JFQUX dividends.

JFQUX can be compared against other funds. Use JFQUX overlap to find shared positions, or JFQUX vs another fund for a side-by-side view. JFQUX alternatives are available via the screener, along with tax-loss harvesting opportunities.