ONECX Mutual Fund

ONECX Mutual Fund (JPMorgan Investor Growth & Income Fund Class C) is managed by J.P. Morgan Asset Management with $91.6M in net assets. ONECX expense ratio is 1.47%, holding 26 positions across sectors including Financials. Inception date: 1997-07-01.

ONECX performance shows a YTD return of 4.88%. The 1-year return is 11.57% and the 5-year return is 5.90%. ONECX dividend yield stands at 4.07%, paid quarterly.

ONECX top holdings include Jpmorgan Core Bond Fund, Class R6 (16.6%), U.S. Equity Fund, Class R6 (9.9%), Large Cap Growth Fund, Class R6 (9.2%), Jpmorgan Core Plus Bond Fund, Class R6 (7.8%), Large Cap Value Fund, Class R6 (7.1%). Go to all ONECX holdings, ONECX sectors, or ONECX dividends.

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