C
JPMorgan Strategic Income Opportunities Fund Class A Shares JSOAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings JSOAX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info JSOAX-NASDAQ Click to
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Provider JPMorgan
Manager/Tenure (Years) William H. Eigen (16), Jarred A. Sherman (16), Jeffrey Wheeler (9), 1 other
Website http://https://www.jpmorganfunds.com
Fund Information JSOAX-NASDAQ Click to
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Fund Name JPMorgan Strategic Income Opportunities Fund Class A Shares
Category Nontraditional Bond
Sub-Category Fixed Income Miscellaneous
Prospectus Objective Income
Inception Date Oct 10, 2008
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment 50.00
Front End Fee 0.04
Back End Fee --
Dividends and Shares JSOAX-NASDAQ Click to
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Dividend Yield 4.05%
Dividend JSOAX-NASDAQ Click to
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Dividend Yield (Forward) 0.00%
Asset Allocation JSOAX-NASDAQ Click to
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Cash 41.09%
Stock 0.08%
U.S. Stock 0.04%
Non-U.S. Stock 0.04%
Bond 56.10%
U.S. Bond 40.64%
Non-U.S. Bond 15.46%
Preferred 0.03%
Convertible 2.68%
Other Net 0.02%
Price History JSOAX-NASDAQ Click to
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7-Day Total Return 0.06%
30-Day Total Return 0.15%
60-Day Total Return 0.50%
90-Day Total Return 0.90%
Year to Date Total Return 2.85%
1-Year Total Return 4.12%
2-Year Total Return 9.41%
3-Year Total Return 14.30%
5-Year Total Return 15.05%
Price JSOAX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV JSOAX-NASDAQ Click to
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Nav $11.40
1-Month Low NAV $11.40
1-Month High NAV $11.43
52-Week Low NAV $11.37
52-Week Low NAV (Date) Nov 29, 2024
52-Week High NAV $11.45
52-Week High Price (Date) Aug 26, 2025
Beta / Standard Deviation JSOAX-NASDAQ Click to
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Beta -0.05
Standard Deviation 0.69
Balance Sheet JSOAX-NASDAQ Click to
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Total Assets 10.38B
Operating Ratios JSOAX-NASDAQ Click to
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Expense Ratio 1.00%
Turnover Ratio 544.00%
Performance JSOAX-NASDAQ Click to
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Last Bull Market Total Return 2.17%
Last Bear Market Total Return -0.37%