JGTUX Mutual Fund

JGTUX Mutual Fund (JPMorgan Growth Advantage Fund Class R4) is managed by J.P. Morgan Asset Management with $43.6M in net assets. JGTUX expense ratio is 0.75%, holding 85 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-05-31.

JGTUX performance shows a YTD return of -0.81%. The 1-year return is 4.51% and the 5-year return is 9.59%. JGTUX dividend yield stands at 11.88%, paid annually.

JGTUX top holdings include Nvidia Corp. (11.2%), Apple, Inc (8.1%), Alphabet Inc. C (5.6%), Microsoft Corp (5.2%), Broadcom Inc (4.8%). Go to all JGTUX holdings, JGTUX sectors, or JGTUX dividends.

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