JGAQX Mutual Fund

JGAQX Mutual Fund (JPMorgan Value Advantage Fund Class R2) is managed by J.P. Morgan Asset Management with $667,402.05 in net assets. JGAQX expense ratio is 1.25%, holding 116 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-07-31.

JGAQX performance shows a YTD return of 13.63%. The 1-year return is 21.94% and the 5-year return is 9.81%. JGAQX dividend yield stands at 11.10%, paid annually.

JGAQX top holdings include Amazon.Com Inc (5.1%), Apple, Inc (2.8%), Berkshire Hathaway Inc Brk/B Us Equity (2.5%), Wells Fargo & Co. (2.4%), Abbvie Inc. (2.1%). Go to all JGAQX holdings, JGAQX sectors, or JGAQX dividends.

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