JGIRX Mutual Fund

JGIRX Mutual Fund (JPMorgan US GARP Equity Fund Class R5) is managed by J.P. Morgan Asset Management with $4.3M in net assets. JGIRX expense ratio is 0.44%, holding 93 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-05-15.

JGIRX performance shows a YTD return of 6.67%. The 1-year return is 20.91% and the 5-year return is 14.66%. JGIRX dividend yield stands at 7.25%, paid annually.

JGIRX top holdings include Nvidia Corp. (13.1%), Apple, Inc (9.7%), Microsoft Corp 4.100 Feb 06 37 (9.2%), Amazon.Com Inc (5.8%), Broadcom Inc (4.5%). Go to all JGIRX holdings, JGIRX sectors, or JGIRX dividends.

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