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    JPMorgan Investor Growth & Income A (ONGIX)

    17.38 Up 0.02(0.12%) Apr 24
    Prev Close:17.36
    YTD Return*:1.78%
    Net Assets*:3.31B
    Yield*:1.86%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for ONGIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JPMorgan Intrepid America Sel10.35N/A
    JPMorgan US Equity Sel10.13N/A
    JPMorgan Core Bond Select7.93N/A
    JPMorgan Large Cap Value Select5.93N/A
    JPMorgan Large Cap Growth Select5.21N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.31B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:1.78%
    5y Avg Return:9.38%
    Rank in Category (ytd):55
    % Rank in Category (ytd):5.77%
    Beta (3y):1.13
    Morningstar Risk Rating:4

    Fund Summary

    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. View More
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