JPMorgan Investor Growth Fund Class A

 (MUTF:ONGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.20%  
1 week   +0.45%
   
4 week   +0.96%
   
3 month   +4.18%
   
YTD   +7.37%
   
1 year   +21.40%
   
3 years*   +18.05%
   
5 years*   +13.30%
   
*annualized
Best 3 month return+23.98%  
Worst 3 month return-28.91%  

Morningstar statistics

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

Key statistics

Total assets2.26B 
Front load4.50%  
Deferred load-  
Expense ratio1.36%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash7.42%  
Stocks86.43%  
Bonds5.83%  
Preferred0.18%  
Convertible0.01%  
Other0.12%  

Purchase information

Initial$500  
Additional$25  
AIP Initial$100  
AIP Additional$100  
19.98+0.07(0.35%)
Aug 29, 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* -1.70 -4.08 -2.46 0.09
Beta* 0.97 1.04 0.98 0.93
Mean annual return 1.17 1.08 1.13 0.70
R-squared* 95.66 97.17 97.36 96.91
Standard deviation 9.24 12.88 13.02 13.88
Sharpe ratio 1.51 1.00 1.04 0.49
* Against standard index

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