JSOZX Mutual Fund
JSOZX Mutual Fund
JSOZX Mutual Fund
JPMorgan Strategic Income Opportunities Fund Class R6
JSOZX Mutual Fund Overview
JSOZX Mutual Fund (JPMorgan Strategic Income Opportunities Fund Class R6) is managed by J.P. Morgan Asset Management with $1.80B in net assets. JSOZX expense ratio is 0.50%, holding 875 positions across sectors including Financials, Consumer Staples, Information Technology. Inception date: 2017-11-01.
JSOZX performance shows a YTD return of 2.17%. The 1-year return is 4.03% and the 5-year return is 3.70%. JSOZX dividend yield stands at 4.04%, paid monthly.
JSOZX top holdings include Jpmorgan Prime Money Market Fund, Class Im (45.6%), Pennymac Financial Services Inc 4.25% 02/15/2029 144A (2.5%), Lloyds Banking Group Plc Regd V/r /perp/ 7.50000000 (1.0%), USD/KRW Forward (0.6%), Keurig Dr Pepper Inc Company Guar 11/26 Var (0.5%). Go to all JSOZX holdings, JSOZX sectors, or JSOZX dividends.
JSOZX can be compared against other funds. Use JSOZX overlap to find shared positions, or JSOZX vs another fund for a side-by-side view. JSOZX alternatives are available via the screener, along with tax-loss harvesting opportunities.