JPMorgan Investor Growth & Income Fund Class C

 (MUTF:ONECX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.75%
   
1 week
   
-0.74%  
4 week   +0.46%
   
3 month   +0.52%
   
YTD   +0.46%
   
1 year   +13.05%
   
3 years*   +8.48%
   
5 years*   +13.29%
   
*annualized
Best 3 month return+19.73%  
Worst 3 month return-24.64%  

Morningstar statistics

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

Key statistics

Total assets2.93B 
Front load-  
Deferred load1.00%  
Expense ratio2.20%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash12.87%  
Stocks67.95%  
Bonds18.70%  
Preferred0.22%  
Convertible0.01%  
Other0.23%  

Purchase information

Initial$500  
Additional$25  
AIP Initial$100  
AIP Additional$100  
16.10+0.02(0.12%)
Apr 17, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation and growth of income 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 70% in equity securities and 30% in income securities.
Fund filings (PDF) »
Asset managers:
Michael Loeffler (Started: Jan 1, 2005)
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* 0.69 -1.04 -1.22 -1.61
Beta* 1.18 1.21 1.17 1.14
Mean annual return 1.10 0.74 1.22 0.54
R-squared* 93.70 96.22 96.98 97.01
Standard deviation 7.94 10.28 11.06 11.20
Sharpe ratio 1.66 0.86 1.31 0.44
* Against standard index

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