JPDAX Mutual Fund
JPDAX Mutual Fund
JPDAX Mutual Fund
JPMorgan Preferred and Income Securities Fund Class A
JPDAX Mutual Fund Overview
JPDAX Mutual Fund (JPMorgan Preferred and Income Securities Fund Class A) is managed by J.P. Morgan Asset Management with $32.5M in net assets. JPDAX expense ratio is 0.87%, holding 165 positions across sectors including Financials, Utilities, Energy. Inception date: 2022-03-31.
JPDAX performance shows a YTD return of 1.82%. The 1-year return is 6.27%. JPDAX dividend yield stands at 4.96%, paid annually.
JPDAX top holdings include Jpmorgan Prime Money Market Fund, Class Im (5.3%), Invesco Preferred ETF (3.1%), Ubs Group Agperpetual Bonds (3.0%), Banco Santander, S.A. 9.625 02-21-2172 (2.3%), Bnp Paribas Sa (2.0%). Go to all JPDAX holdings, JPDAX sectors, or JPDAX dividends.
JPDAX can be compared against other funds. Use JPDAX overlap to find shared positions, or JPDAX vs another fund for a side-by-side view. JPDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.