JGISX Mutual Fund

JGISX Mutual Fund (JPMorgan US GARP Equity Fund Class R6) is managed by J.P. Morgan Asset Management with $818.9M in net assets. JGISX expense ratio is 0.34%, holding 93 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2015-11-02.

JGISX performance shows a YTD return of 6.73%. The 1-year return is 21.04% and the 5-year return is 14.77%. JGISX dividend yield stands at 7.33%, paid annually.

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

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