JPMorgan U.S. Sustainable Leaders FundJIISX

MUTUAL FUNDJ.P. Morgan
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$278.2M
Expense ratio
0.39%
1-year return
+11.7%
3 years, a year
+15.7%
5 years, a year
+9.5%
Holdings
73

What it aims to do.

The Fund seeks to provide long-term capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.9.18%
MSFT Microsoft Corp.6.46%
AMZN Amazon.com, Inc.5.80%
AAPL Apple, Inc.4.85%
GOOGL Alphabet, Inc.4.82%
AVGO Broadcom, Inc.3.33%
MA Mastercard, Inc.3.03%
ABBV AbbVie, Inc.2.70%
NEE NextEra Energy, Inc.1.90%
LOW Lowe's Cos., Inc.1.73%

More on JIISX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.