OGFAX Mutual Fund

OGFAX Mutual Fund (JPMorgan Equity Index Fund Class R6) is managed by J.P. Morgan Asset Management with $11.61B in net assets. OGFAX expense ratio is 0.04%, holding 512 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-09-01.

OGFAX performance shows a YTD return of 13.49%. The 1-year return is 20.32% and the 5-year return is 14.64%. OGFAX dividend yield stands at 1.16%, paid quarterly.

OGFAX top holdings include Nvidia Corp (8.1%), Apple, Inc (7.0%), Microsoft Corp (5.7%), Amazon.Com Inc (3.8%), Alphabet Inc,class A (3.0%). Go to all OGFAX holdings, OGFAX sectors, or OGFAX dividends.

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