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JSORX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Strategic Income Opports R5 (JSORX) Ownership - Who owns JPMorgan Strategic Income Opports R5?

The investment seeks to provide high total return... Show more

Category: #Miscellaneous

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

JSORX

Net Assets

10.5B

Fund Existence

over 16 years

Turnover

565.00

Total Expense Ratio

0.60

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Nontraditional Bond

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.76

Assets in Top Ten Holdings

6.53B

Average Credit Quality

Average Effective Duration

0.57

Average Effective Maturity

3.04

Fund of Funds

Fund Share Class Net Assets

51.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

0.67

No Load Fund

Yes

Number of Long Holdings

584.00

Number of Net Holdings

594.00

Number of Short Holdings

10.00

Prospectus Acquired Expense Ratio

0.10

Weighting Top Ten Holdings

73.02%

Gain YTD

1.676

Annual Yield % from dividends

4.84

Returns for 1 year

4.77

Returns for 3 years

14.52

Returns for 5 years

18.15

Returns for 10 years

34.34

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General Information

Category Miscellaneous

Profile

Fundamentals

Details