JMNAX Mutual Fund

JMNAX Mutual Fund (JPMorgan Research Market Neutral Fund Class A) is managed by J.P. Morgan Asset Management with $26.6M in net assets. JMNAX expense ratio is 2.74%, holding 316 positions across sectors including Health Care, Information Technology, Communication Services. Inception date: 2002-02-28.

JMNAX performance shows a YTD return of -3.78%. The 1-year return is -3.84% and the 5-year return is 5.21%. JMNAX dividend yield stands at 2.91%, paid annually.

JMNAX top holdings include Jpmorgan Prime Money Market Fund, Class Institutional (89.7%), Entergy Corp. (7.6%), Corpay Inc (7.5%), Nextera Energy Inc (6.3%), Mastercard Inc (6.3%). Go to all JMNAX holdings, JMNAX sectors, or JMNAX dividends.

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