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JPMorgan Investor Growth A Fund (ONGAX)

Fund performance review and position details on JPMorgan Investor Growth A Fund (ONGAX)

    Last Trade: $ on , Change: (0%)

JPMorgan Investor Growth A Fund (ONGAX) HighlightJPMorgan Investor Growth A Fund (ONGAX) Fund Summary

JPMorgan Investor Growth A Fund (ONGAX) statistics as of May 30, 2016

Category: Allocation--85%+ Equity
Fund Family: JPMorgan
Net Asset: $2.49B
Yield: 1.21%
Year-to-Date Return: 1.48%
Morningstar rating: 4

 

JPMorgan Investor Growth A Fund (ONGAX) CostJPMorgan Investor Growth A Fund (ONGAX) Cost

JPMorgan Investor Growth A Fund (ONGAX) various investment related cost

Initial Investment: 500
Total Expense Ratio (Allocation--85%+ Equity average): 0.38% (0.80%)
Max Front End Sales Load: 4.50%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 10.00%

 

JPMorgan Investor Growth A Fund (ONGAX) PerformanceJPMorgan Investor Growth A Fund (ONGAX) Performance

Most current JPMorgan Investor Growth A Fund (ONGAX) Performance

1-month Performance (Allocation--85%+ Equity category median performance): 1.22% (1.05%)
3-month Performance (Allocation--85%+ Equity category median performance): 8.58% (9.16%)
1 Year Performance (Allocation--85%+ Equity category median performance): -3.82% (-4.55%)
3 Year Performance (Allocation--85%+ Equity category median performance): 7.30% (6.15%)
5 Year Performance (Allocation--85%+ Equity category median performance): 7.81% (6.53%)
Number of Years of positive return: 14 years
Number of Years of negative return: 5 years
3 year Alpha (Allocation--85%+ Equity category average): 0.51 (-0.15)
3 year Beta (Allocation--85%+ Equity category average): 1.47 (1.5)
3 year Sharpe Ratio: 0.7
3 year Treynor: 4.9

JPMorgan Investor Growth A Fund (ONGAX) topholdingTop Stock Holdings in JPMorgan Investor Growth A Fund (ONGAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
JPMorgan US Equity R612.55%N/A
JPMorgan Intrepid America R610.86%N/A
JPMorgan Large Cap Value R69.79%N/A
JPMorgan Large Cap Growth R67.42%N/A
JPMorgan Market Expansion Enh Idx Select5.73%N/A
JPMorgan International Rsrch Enh Eq Sel5.44%N/A
JPMorgan Intrepid Growth R64.98%N/A
JPMorgan International Equity R64.11%N/A
JPMorgan US Large Cap Core Plus R53.56%N/A
JPMorgan Intrepid Mid Cap R63.3%N/A
*Note: The price change will reset to 0 after the midnight

 

JPMorgan Investor Growth A Fund (ONGAX) Portfolio AllocationJPMorgan Investor Growth A Fund (ONGAX) Fund Portfolio Allocation

JPMorgan Investor Growth A Fund (ONGAX) Fund Portfolio Allocation data as of 04/2016

Stock86.98%
Bond8.2%
Cash4.27%
Other0.34%

 

JPMorgan Investor Growth A Fund (ONGAX) CompareCompare with other Allocation--85%+ Equity category mutual funds

Below are some additional Allocation--85%+ Equity mutual funds generated out of our database

Fund1 Year3 year5 year
JPMorgan Investor Growth A-3.827.307.81
Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)-1.328.198.10 Compare
ICON Equity Income S (IOEZX)-0.887.908.49 Compare
MFS Aggressive Growth Allocation I (MIAGX)-1.237.107.28 Compare

See top fund managers for Allocation--85%+ Equity Category Funds

 

JPMorgan Investor Growth A Fund (ONGAX) PerformanceOther Financial Data Web Sites on JPMorgan Investor Growth A Fund (ONGAX)

Addition research sites for JPMorgan Investor Growth A Fund (ONGAX)

 

JPMorgan Investor Growth A Fund (ONGAX) Related ResourcesSee more information on JPMorgan Investor Growth A (ONGAX) Fund

Popular pages on JPMorgan Investor Growth A (ONGAX) Fund

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