JPMorgan Investor Growth Fund Class A

 (MUTF:ONGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.66%  
1 week
   
-3.95%  
4 week
   
-3.00%  
3 month
   
-2.24%  
YTD   +4.81%
   
1 year   +8.20%
   
3 years*   +16.44%
   
5 years*   +11.05%
   
*annualized
Best 3 month return+23.98%  
Worst 3 month return-28.91%  

Morningstar statistics

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

Key statistics

Total assets2.39B 
Front load4.50%  
Deferred load-  
Expense ratio1.28%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash5.70%  
Stocks87.86%  
Bonds6.10%  
Preferred0.18%  
Convertible0.03%  
Other0.14%  

Purchase information

Initial$500  
Additional$25  
IRA Initial$500  
AIP Initial$100  
AIP Additional$100  
19.88+0.40(2.05%)
Dec 18, 4:00PM EST 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: 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* 2.00 1.40 -0.89 -1.37
Beta* 1.41 1.41 1.49 1.41
Mean annual return 0.96 1.35 1.05 0.68
R-squared* 90.54 91.56 94.82 95.95
Standard deviation 8.37 9.41 12.90 13.90
Sharpe ratio 1.38 1.72 0.97 0.47
* Against standard index

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