JPHCX Mutual Fund

JPHCX Mutual Fund (JPMorgan Floating Rate Income Fund Class C) is managed by J.P. Morgan Asset Management with $2.5M in net assets. JPHCX expense ratio is 1.52%, holding 212 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2011-06-01.

JPHCX performance shows a YTD return of 1.96%. The 1-year return is 2.68% and the 5-year return is 3.43%. JPHCX dividend yield stands at 6.69%, paid monthly.

JPHCX top holdings include Jpmorgan U.S. Government Money Market Fund, Class Institutional (2.3%), Westinghouse (Br 01/21/31 (1.1%), Iheartcommunications Inc 2024 Term Loan (0.9%), American Airlines Inc 2025 Term Loan (0.9%), Genesys Clud Srvcs Hlds Ii Llc 1.00 2032-01-30 (0.9%). Go to all JPHCX holdings, JPHCX sectors, or JPHCX dividends.

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