JPMorgan Investor Growth Fund Class C

 (MUTF:OGGCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.25%
   
1 week   +3.26%
   
4 week
   
-0.43%  
3 month   +6.15%
   
YTD   +0.16%
   
1 year   +8.41%
   
3 years*   +14.38%
   
5 years*   +11.66%
   
*annualized
Best 3 month return+23.84%  
Worst 3 month return-28.96%  

Morningstar statistics

Morningstar category: Aggressive Allocation
  Return Risk Rating
3 years High 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 assets2.35B 
Front load-  
Deferred load1.00%  
Expense ratio2.03%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash6.21%  
Stocks87.35%  
Bonds5.96%  
Preferred0.20%  
Convertible0.11%  
Other0.17%  

Purchase information

Initial$500  
Additional$25  
IRA Initial$500  
AIP Initial$100  
AIP Additional$100  
18.70+0.08(0.43%)
Jan 26, 4:00PM EST 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´┐ŻEramo (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* 1.74 1.64 -1.47 -1.84
Beta* 1.37 1.40 1.48 1.41
Mean annual return 0.71 1.31 0.96 0.60
R-squared* 90.63 91.98 94.97 95.92
Standard deviation 8.35 9.39 12.91 13.88
Sharpe ratio 1.01 1.66 0.88 0.41
* Against standard index

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