OGFAX Mutual Fund

OGFAX Mutual Fund (JPMorgan Equity Index Fund Class R6) is managed by J.P. Morgan Asset Management with $11.36B in net assets. OGFAX expense ratio is 0.04%, holding 507 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2016-09-01.

OGFAX performance shows a YTD return of 9.87%. The 1-year return is 19.50% and the 5-year return is 12.79%. OGFAX dividend yield stands at 1.19%, paid quarterly.

OGFAX top holdings include Nvidia Corp. (7.5%), Apple, Inc (6.6%), Microsoft Corp (4.9%), Amazon.Com Inc (3.6%), Alphabet Inc Common Stock USD 0.001 (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.