JPMorgan Investor Growth & Income Fund Class C

 (MUTF:ONECX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.65%
   
1 week
   
-1.35%  
4 week
   
-2.73%  
3 month
   
-5.28%  
YTD
   
-1.86%  
1 year
   
-1.41%  
3 years*   +8.59%
   
5 years*   +9.35%
   
*annualized
Best 3 month return+19.73%  
Worst 3 month return-24.64%  

Morningstar statistics

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

Key statistics

Total assets3.36B 
Front load-  
Deferred load1.00%  
Expense ratio2.07%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash8.55%  
Stocks67.94%  
Bonds22.47%  
Preferred0.08%  
Convertible0.21%  
Other0.75%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$500  
AIP Additional$50  
16.07+0.01(0.06%)
Aug 28, 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��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* 3.02 1.36 -0.30 -1.07
Beta* 1.10 1.12 1.17 1.14
Mean annual return 0.44 0.89 0.81 0.53
R-squared* 90.50 91.74 95.57 96.67
Standard deviation 6.31 6.36 9.27 11.14
Sharpe ratio 0.84 1.67 1.04 0.44
* Against standard index

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