JIGZX Mutual Fund
JIGZX Mutual Fund
JIGZX Mutual Fund
JPMorgan US GARP Equity Fund Class R2
JIGZX Mutual Fund Overview
JIGZX Mutual Fund (JPMorgan US GARP Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $1.9M in net assets. JIGZX expense ratio is 1.09%, holding 93 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2008-11-03.
JIGZX performance shows a YTD return of 6.52%. The 1-year return is 20.33% and the 5-year return is 15.16%. JIGZX dividend yield stands at 7.55%, paid annually.
JIGZX 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 JIGZX holdings, JIGZX sectors, or JIGZX dividends.
JIGZX can be compared against other funds. Use JIGZX overlap to find shared positions, or JIGZX vs another fund for a side-by-side view. JIGZX alternatives are available via the screener, along with tax-loss harvesting opportunities.