JIISX Mutual Fund
JIISX Mutual Fund
JIISX Mutual Fund
JPMorgan US Sustainable Leaders Fund Class I
JIISX Mutual Fund Overview
JIISX Mutual Fund (JPMorgan US Sustainable Leaders Fund Class I) is managed by J.P. Morgan Asset Management with $107.7M in net assets. JIISX expense ratio is 0.39%, holding 76 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2003-02-28.
JIISX performance shows a YTD return of 9.33%. The 1-year return is 15.05% and the 5-year return is 10.38%. JIISX dividend yield stands at 9.03%, paid annually.
JIISX top holdings include Nvidia Corp (8.7%), Microsoft Corp (7.1%), Amazon.Com Inc (5.9%), Apple, Inc (4.9%), Alphabet Inc,class A (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.