JNBAX Mutual Fund

JNBAX Mutual Fund (JPMorgan Income Builder Fund Class A) is managed by J.P. Morgan Asset Management with $4.40B in net assets. JNBAX expense ratio is 0.75%, holding 2896 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2007-05-31.

JNBAX performance shows a YTD return of 4.29%. The 1-year return is 6.15% and the 5-year return is 4.11%. JNBAX dividend yield stands at 6.08%, paid monthly.

JNBAX top holdings include JPMorgan Nasdaq Equity Premium Income ETF (9.8%), Tsmc (1.0%), Microsoft Corp (0.8%), Us Treasury N/B 01/27 4.125 (0.7%), NVIDIA Corp (0.7%). Go to all JNBAX holdings, JNBAX sectors, or JNBAX dividends.

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