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JPMorgan Investor Growth A (ONGAX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Investor Growth A (ONGAX) Fund

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Graph of JPMorgan Investor Growth A Fund (ONGAX) ManagerFund Manager - Michael A. Loeffler

Fund Manager Information

Fund Manager Tenure: 14.7 years
Fund Family: JPMorgan
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of JPMorgan Investor Growth A Fund (ONGAX) ProfileJPMorgan Investor Growth A Fund (ONGAX) Profile

Fund Profile and Description

JPMorgan Investor Growth A Fund seeks long-term capital appreciation. JPMorgan Investor Growth A Fund primarily invests in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities. It normally invests a majority of assets in J.P. Morgan equity funds including J.P. Morgan international equity funds and J.P. Morgan specialty funds although it may invest a portion of its assets in J.P. Morgan income funds and J.P. Morgan money market 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.

 

JPMorgan Investor Growth A (ONGAX) Fund Strength What we like about JPMorgan Investor Growth A (ONGAX) Fund

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

  • JPMorgan Investor Growth A Fund (ONGAX) management has been with JPMorgan Investor Growth A Fund for 14.7 years
  • JPMorgan Investor Growth A Fund (ONGAX) has good short-term performance (1-year return -3.82% vs -4.55% Allocation--85%+ Equity category median performance)
  • JPMorgan Investor Growth A Fund (ONGAX) has good mid-term performance (3-year return 7.30% vs 6.15% Allocation--85%+ Equity category median performance)
  • JPMorgan Investor Growth A Fund (ONGAX) has good Long-term performance (5-year return 7.81% vs 6.53% Allocation--85%+ Equity category median performance)
  • JPMorgan Investor Growth A Fund (ONGAX) ratio of up-years vs down years is greater than 2
  • JPMorgan Investor Growth A Fund (ONGAX) has a Morningstar rating of 4 and above
  • Asset base in JPMorgan Investor Growth A Fund (ONGAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan Investor Growth A Fund (ONGAX) has an annual stock turnover rate of 10.00% vs Allocation--85%+ Equity average of 50.41%. It is good that JPMorgan Investor Growth A management does not trade extensively for its return.
  • JPMorgan Investor Growth A Fund (ONGAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.84, lower than category average of 11.08
  • JPMorgan Investor Growth A Fund (ONGAX) has a lower expense ratio than its Allocation--85%+ Equity average: 0.38% vs 0.80%

JPMorgan Investor Growth A Fund (ONGAX) Weakness What we are cautious about JPMorgan Investor Growth A (ONGAX) Fund

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

  • JPMorgan Investor Growth A Fund (ONGAX) carries a 4.5% load
See JPMorgan Investor Growth A Fund (ONGAX) performance details as of May 30, 2016

 

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

Aadditional top Allocation--85%+ Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Investor Growth A1.48-3.827.307.81
Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)1.53-1.328.198.10Compare
ICON Equity Income S (IOEZX)7.95-0.887.908.49Compare
MFS Aggressive Growth Allocation I (MIAGX)3.83-1.237.107.28Compare

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

 

Compare JPMorgan Investor Growth A Fund (ONGAX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income ETF (CVY)000

 

Graph of JPMorgan Investor Growth A Fund (ONGAX) Net Asset TrackingJPMorgan Investor Growth A (ONGAX) Fund Net Asset

Track net asset change of JPMorgan Investor Growth A fund (ONGAX)

DateNet Asset
05/2016$2.49B
03/2016$2.46B
02/2016$2.31B
More historic net asset information on JPMorgan Investor Growth A Fund (ONGAX)

  

Graph of JPMorgan Investor Growth A Fund (ONGAX) Portfolio TrackingJPMorgan Investor Growth A (ONGAX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Investor Growth A fund (ONGAX)

DateCashStockBondOther
04/20164.27%86.98%8.2%0.34%
02/20165.15%87%7.46%0.22%
01/20165.23%87.1%7.33%0.22%
Click here to see more historic asset allocation information on JPMorgan Investor Growth A Fund (ONGAX)

 

graph of JPMorgan Investor Growth A Fund (ONGAX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Investor Growth A (ONGAX) Fund

Discover what JPMorgan Investor Growth A Fund (ONGAX) manager is buying

Apr 29, 2016
JPMorgan US Equity R6 [12.55%]
JPMorgan Intrepid America R6 [10.86%]
JPMorgan Large Cap Value R6 [9.79%]
JPMorgan Large Cap Growth R6 [7.42%]
JPMorgan Market Expansion Enh Idx Select [5.73%]
JPMorgan International Rsrch Enh Eq Sel [5.44%]
JPMorgan Intrepid Growth R6 [4.98%]
JPMorgan International Equity R6 [4.11%]
JPMorgan US Large Cap Core Plus R5 [3.56%]
JPMorgan Intrepid Mid Cap R6 [3.3%]

Feb 28, 2016
JPMorgan US Equity R6 [12.67%]
JPMorgan Intrepid America R6 [11.28%]
JPMorgan Large Cap Value R6 [9.5%]
JPMorgan Large Cap Growth R6 [7.58%]
JPMorgan Intrepid Growth R6 [5.65%]
JPMorgan Market Expansion Enh Idx Select [5.6%]
JPMorgan International Rsrch Enh Eq Sel [5.29%]
JPMorgan International Equity R6 [4.01%]
JPMorgan US Large Cap Core Plus R5 [3.72%]
JPMorgan Intrepid Mid Cap R6 [3.26%]

Jan 30, 2016
JPMorgan US Equity R6 [12.85%]
JPMorgan Intrepid America R6 [11.23%]
JPMorgan Large Cap Value R6 [9.25%]
JPMorgan Large Cap Growth R6 [7.7%]
JPMorgan Intrepid Growth R6 [5.82%]
JPMorgan Market Expansion Enh Idx Select [5.51%]
JPMorgan International Rsrch Enh Eq Sel [5.46%]
JPMorgan International Equity R6 [4.11%]
JPMorgan US Large Cap Core Plus R5 [3.99%]
JPMorgan Core Bond R6 [3.44%]
Click here for Stock Holding Change Map in JPMorgan Investor Growth A Fund (ONGAX)

  

Latest News on JPMorgan Investor Growth A (ONGAX) Fund

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