JPMorgan Investor Growth Fund Class C

 (MUTF:OGGCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.96%
   
1 week
   
-1.05%  
4 week   +0.28%
   
3 month   +0.34%
   
YTD   +0.22%
   
1 year   +17.53%
   
3 years*   +10.28%
   
5 years*   +15.43%
   
*annualized
Best 3 month return+23.84%  
Worst 3 month return-28.96%  

Morningstar statistics

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

Key statistics

Total assets2.16B 
Front load-  
Deferred load1.00%  
Expense ratio2.11%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash6.45%  
Stocks87.53%  
Bonds5.75%  
Preferred0.17%  
Other0.10%  

Purchase information

Initial$500  
Additional$25  
AIP Initial$100  
AIP Additional$100  
17.83+0.17(0.96%)
Apr 16, 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´┐ŻEramo (Started: Dec 31, 2013)
James Sexton (Started: Dec 31, 2013)
Bala Iyer (Started: Dec 10, 1996)
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* -2.40 -4.13 -2.76 -0.49
Beta* 0.98 1.04 0.98 0.93
Mean annual return 1.46 0.91 1.43 0.61
R-squared* 97.06 97.24 97.70 97.01
Standard deviation 9.87 13.11 13.91 13.93
Sharpe ratio 1.77 0.83 1.23 0.41
* Against standard index

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