ONIFX Mutual Fund

ONIFX Mutual Fund (JPMorgan Investor Growth Fund Class I) is managed by J.P. Morgan Asset Management with $952.0M in net assets. ONIFX expense ratio is 0.73%, holding 25 positions across sectors including Financials. Inception date: 1996-12-10.

ONIFX performance shows a YTD return of 7.42%. The 1-year return is 9.83% and the 5-year return is 13.61%. ONIFX dividend yield stands at 3.53%, paid quarterly.

ONIFX top holdings include U.S. Equity Fund, Class R6 (12.9%), Large Cap Growth Fund, Class R6 (11.5%), Large Cap Value Fund, Class R6 (10.6%), U.S. Research Enhanced Equity Fund, Class R6 (8.7%), JPMorgan International Research Enhanced Equity ETF (8.1%). Go to all ONIFX holdings, ONIFX sectors, or ONIFX dividends.

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