JFQUX Mutual Fund

JFQUX Mutual Fund (JPMorgan Investor Balanced Fund Class R6) is managed by J.P. Morgan Asset Management with $67.4M in net assets. JFQUX expense ratio is 0.44%, holding 26 positions across sectors including Financials. Inception date: 2017-07-31.

JFQUX performance shows a YTD return of 4.37%. The 1-year return is 10.68% and the 5-year return is 5.64%. JFQUX dividend yield stands at 6.16%, 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%). 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.