JPDCX Mutual Fund
JPDCX Mutual Fund
JPDCX Mutual Fund
JPMorgan Preferred and Income Securities Fund
JPDCX Mutual Fund Overview
JPDCX Mutual Fund (JPMorgan Preferred and Income Securities Fund) is managed by J.P. Morgan Asset Management with $26.1M in net assets. JPDCX expense ratio is 1.37%, holding 165 positions across sectors including Financials, Utilities, Energy. Inception date: 2022-08-01.
JPDCX performance shows a YTD return of 1.66%. The 1-year return is 5.96%. JPDCX dividend yield stands at 4.50%, paid annually.
JPDCX 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 JPDCX holdings, JPDCX sectors, or JPDCX dividends.
JPDCX can be compared against other funds. Use JPDCX overlap to find shared positions, or JPDCX vs another fund for a side-by-side view. JPDCX alternatives are available via the screener, along with tax-loss harvesting opportunities.