JPMorgan Investor Growth Fund Class A

 (MUTF:ONGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.16%  
1 week   +0.27%
   
4 week   +5.98%
   
3 month   +2.15%
   
YTD   +3.50%
   
1 year
   
-0.08%  
3 years*   +6.83%
   
5 years*   +8.32%
   
*annualized
Best 3 month return+23.98%  
Worst 3 month return-28.91%  

Morningstar statistics

Morningstar category: Allocation--85%+ Equity
  Return Risk Rating
3 years Below Average Average
5 years Average Below Average
10 years Above Average Low
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.45B 
Front load4.50%  
Deferred load-  
Expense ratio1.18%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash5.07%  
Stocks85.55%  
Bonds8.76%  
Preferred0.04%  
Convertible0.11%  
Other0.46%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$500  
AIP Additional$50  
18.69+0.03(0.16%)
Jul 25, 8:00PM 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: Nov 1, 2005)
Ove Fladberg (Started: Nov 1, 2010)
Nicholas D’Eramo (Started: Feb 28, 2014)
Pete Klingelhofer (Started: Nov 1, 2015)
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* -5.48 -0.61 -0.70 -1.64
Beta* 1.47 1.48 1.51 1.42
Mean annual return -0.23 0.65 0.69 0.55
R-squared* 93.23 91.67 93.25 95.39
Standard deviation 13.64 10.80 12.26 14.36
Sharpe ratio -0.22 0.71 0.66 0.39
* Against standard index

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