JIIGX Mutual Fund

JIIGX Mutual Fund (JPMorgan US Sustainable Leaders Fund Class R6) is managed by J.P. Morgan Asset Management with $79.1M in net assets. JIIGX expense ratio is 0.34%, holding 73 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2020-09-30.

JIIGX performance shows a YTD return of 6.91%. The 1-year return is 14.97% and the 5-year return is 10.61%. JIIGX dividend yield stands at 9.28%, paid annually.

JIIGX top holdings include Nvidia Corp. (9.2%), Microsoft Corp (6.5%), Amazon.Com Inc (5.8%), Apple, Inc (4.8%), Alphabet Inc Common Stock USD 0.001 (4.8%). Go to all JIIGX holdings, JIIGX sectors, or JIIGX dividends.

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