JPMorgan Investor Growth Fund Class C

 (MUTF:OGGCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.81%
   
1 week
   
-0.71%  
4 week
   
-1.17%  
3 month
   
-0.60%  
YTD   +6.21%
   
1 year   +9.84%
   
3 years*   +16.53%
   
5 years*   +11.10%
   
*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 assets2.39B 
Front load-  
Deferred load1.00%  
Expense ratio2.03%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash5.70%  
Stocks87.86%  
Bonds6.10%  
Preferred0.18%  
Convertible0.03%  
Other0.14%  

Purchase information

Initial$500  
Additional$25  
IRA Initial$500  
AIP Initial$100  
AIP Additional$100  
19.05+0.07(0.37%)
Dec 19, 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* 1.43 0.86 -1.49 -1.94
Beta* 1.41 1.41 1.49 1.41
Mean annual return 0.91 1.31 1.00 0.63
R-squared* 90.81 91.61 94.93 95.98
Standard deviation 8.36 9.39 12.91 13.90
Sharpe ratio 1.31 1.66 0.93 0.43
* Against standard index

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