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    JPMorgan Investor Growth & Income A (ONGIX)

    17.13 Down 0.01(0.06%) Aug 3
    Prev Close:17.13
    YTD Return*:1.81%
    Net Assets*:3.33B
    Yield*:1.88%

    * As of 30-Jun-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 Sel10.10N/A
    JPMorgan US Equity Sel9.86N/A
    JPMorgan Core Bond Select8.28N/A
    JPMorgan Large Cap Value Select5.69N/A
    JPMorgan Core Plus Bond Select5.48N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.33B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:1.81%
    5y Avg Return:11.22%
    Rank in Category (ytd):33
    % Rank in Category (ytd):3.51%
    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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