JIISX Mutual Fund

JIISX Mutual Fund (JPMorgan US Sustainable Leaders Fund Class I) is managed by J.P. Morgan Asset Management with $113.2M in net assets. JIISX expense ratio is 0.39%, holding 73 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2003-02-28.

JIISX performance shows a YTD return of 6.88%. The 1-year return is 14.91% and the 5-year return is 10.56%. JIISX dividend yield stands at 9.03%, paid annually.

JIISX top holdings include Nvidia Corp (8.2%), Amazon.Com Inc (5.7%), Microsoft Corp (5.3%), Alphabet Inc,class A (5.2%), Apple, Inc (4.8%). Go to all JIISX holdings, JIISX sectors, or JIISX dividends.

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