JSOSX Mutual Fund

JSOSX Mutual Fund (JPMorgan Strategic Income Opportunities Fund Class I) is managed by J.P. Morgan Asset Management with $6.70B in net assets. JSOSX expense ratio is 0.75%, holding 875 positions across sectors including Financials, Consumer Staples, Information Technology. Inception date: 2008-10-10.

JSOSX performance shows a YTD return of 1.94%. The 1-year return is 3.68% and the 5-year return is 3.43%. JSOSX dividend yield stands at 3.74%, paid monthly.

JSOSX top holdings include JPMorgan Prime Money Market Fund, Class IM (45.6%), Fnma/Fhlmc (2.5%), Lloyds Banking Group Plc Regd V/r /perp/ 7.50000000 (1.0%), Bofa Securities, Inc., Repo, 1.520%, 2/3/2020 (0.6%), Keurig Dr Pepper Inc Company Guar 11/26 Var (0.5%). Go to all JSOSX holdings, JSOSX sectors, or JSOSX dividends.

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