JPHAX Mutual Fund

NAV$7.78

AUM$32M

TER1.01%

Holdings212

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JPHAX Mutual Fund

NAV$7.78

JPMorgan Floating Rate Income Fund Class A

AUM$32M

TER1.01%

Holdings212

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of JPHAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

JPHAX Mutual Fund Sector Allocation

JPHAX sector allocation breaks down across Financials (15.7%), Industrials (13.6%), Information Technology (6.9%), Consumer Discretionary (6.6%), Utilities (3.8%). Across 212 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

JPHAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

JPHAX geographic allocation shows country exposure. JPHAX overlap calculator reveals how sector exposure compares with other funds.