ONECX Mutual Fund

ONECX Mutual Fund (JPMorgan Investor Growth & Income Fund Class C) is managed by J.P. Morgan Asset Management with $88.4M 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 4.50%. The 1-year return is 6.49% and the 5-year return is 6.19%. ONECX dividend yield stands at 1.97%, paid quarterly.

ONECX top holdings include Jpmorgan Core Bond Fund, Class R6 (16.9%), U.S. Equity Fund, Class R6 (10.1%), Large Cap Growth Fund, Class R6 (9.3%), Jpmorgan Core Plus Bond Fund, Class R6 (7.6%), Large Cap Value Fund, Class R6 (7.4%). 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.