JPMorgan Investor Growth Fund Class C

 (MUTF:OGGCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.21%
   
1 week   +0.41%
   
4 week   +1.24%
   
3 month   +1.51%
   
YTD   +4.72%
   
1 year   +11.97%
   
3 years*   +16.47%
   
5 years*   +12.87%
   
*annualized
Best 3 month return+23.84%  
Worst 3 month return-28.96%  

Morningstar statistics

Morningstar category: Aggressive Allocation
  Return Risk Rating
3 years Above Average Above Average
5 years Above Average Above Average
10 years Average Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.52B 
Front load-  
Deferred load1.00%  
Expense ratio2.03%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash7.03%  
Stocks86.45%  
Bonds5.79%  
Preferred0.28%  
Convertible0.11%  
Other0.32%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$500  
AIP Additional$50  
19.52+0.04(0.21%)
May 21, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 90% in equity securities and 10% in income securities.
Fund filings (PDF) »
Asset managers:
Michael Loeffler (Started: Aug 31, 2004)
Ove Fladberg (Started: Nov 1, 2010)
Nicholas D��Eramo (Started: Feb 28, 2014)
James Sexton (Started: Feb 28, 2014)
Advisor Company:
J.P. Morgan Investment Management Inc.
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 3.04 0.84 -1.49 -1.82
Beta* 1.39 1.42 1.48 1.41
Mean annual return 0.83 1.06 0.91 0.66
R-squared* 90.27 91.40 94.65 95.78
Standard deviation 8.31 9.31 12.78 13.90
Sharpe ratio 1.19 1.36 0.85 0.46
* Against standard index

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