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    JPMorgan Investor Growth & Income A (ONGIX)

    15.50 Up 0.23(1.51%) Jun 28
    Prev Close:15.27
    YTD Return*:1.63%
    Net Assets*:3.19B
    Yield*:1.50%

    * As of 31-May-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    JPMorgan Intrepid America R69.48N/A
    JPMorgan US Equity R69.44N/A
    JPMorgan Core Bond R68.88N/A
    JPMorgan Core Plus Bond R66.21N/A
    JPMorgan Large Cap Value R65.73N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.19B
    Category:Allocation--70% to 85% Equity
    Annual Report Expense Ratio (net):0.36%

    Performance & Risk

    YTD Return:1.63%
    5y Avg Return:6.42%
    Rank in Category (ytd):73
    % Rank in Category (ytd):15.08%
    Beta (3y):1.18
    Morningstar Risk Rating:2

    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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