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JPMorgan Investor Growth Select (ONIFX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Investor Growth Select (ONIFX) Fund

    Last Trade: $20.30 on 4/24/2017, Change: +0.28 (1.4%)

 

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

Fund Manager Information

Fund Manager Tenure: 11.5 years
Fund Family: JPMorgan
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of JPMorgan Investor Growth Select Fund (ONIFX) ProfileJPMorgan Investor Growth Select Fund (ONIFX) Profile

Fund Profile and Description

JPMorgan Investor Growth Select Fund seeks long-term capital appreciation. JPMorgan Investor Growth Select 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 Select (ONIFX) Fund Strength What we like about JPMorgan Investor Growth Select (ONIFX) Fund

Data for JPMorgan Investor Growth Select Fund (ONIFX) as of May 30, 2016

  • JPMorgan Investor Growth Select Fund (ONIFX) management has been with JPMorgan Investor Growth Select Fund for 11.5 years
  • JPMorgan Investor Growth Select Fund (ONIFX) has good short-term performance (1-year return -3.58% vs -4.55% Allocation--85%+ Equity category median performance)
  • JPMorgan Investor Growth Select Fund (ONIFX) has good mid-term performance (3-year return 7.58% vs 6.15% Allocation--85%+ Equity category median performance)
  • JPMorgan Investor Growth Select Fund (ONIFX) has good Long-term performance (5-year return 8.09% vs 6.53% Allocation--85%+ Equity category median performance)
  • JPMorgan Investor Growth Select Fund (ONIFX) ratio of up-years vs down years is greater than 2
  • JPMorgan Investor Growth Select Fund (ONIFX) has a Morningstar rating of 4 and above
  • Asset base in JPMorgan Investor Growth Select Fund (ONIFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan Investor Growth Select Fund (ONIFX) has an annual stock turnover rate of 10.00% vs Allocation--85%+ Equity average of 50.41%. It is good that JPMorgan Investor Growth Select management does not trade extensively for its return.
  • JPMorgan Investor Growth Select Fund (ONIFX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.83, lower than category average of 11.08
  • JPMorgan Investor Growth Select Fund (ONIFX) has a lower expense ratio than its Allocation--85%+ Equity average: 0.10% vs 0.80%
  • JPMorgan Investor Growth Select Fund (ONIFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

JPMorgan Investor Growth Select Fund (ONIFX) Weakness What we are cautious about JPMorgan Investor Growth Select (ONIFX) Fund

Data for JPMorgan Investor Growth Select Fund (ONIFX) as of May 30, 2016

See JPMorgan Investor Growth Select Fund (ONIFX) performance details as of May 30, 2016

 

What do you think?

 

Compare JPMorgan Investor Growth Select Fund (ONIFX)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 Select1.57-3.587.588.09
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 Select Fund (ONIFX)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 Select Fund (ONIFX) Net Asset TrackingJPMorgan Investor Growth Select (ONIFX) Fund Net Asset

Track net asset change of JPMorgan Investor Growth Select fund (ONIFX)

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

  

Graph of JPMorgan Investor Growth Select Fund (ONIFX) Portfolio TrackingJPMorgan Investor Growth Select (ONIFX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Investor Growth Select fund (ONIFX)

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 Select Fund (ONIFX)

 

graph of JPMorgan Investor Growth Select Fund (ONIFX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Investor Growth Select (ONIFX) Fund

Discover what JPMorgan Investor Growth Select Fund (ONIFX) 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 Select Fund (ONIFX)

  

Latest News on JPMorgan Investor Growth Select (ONIFX) Fund

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JPMorgan Investor Growth Select Fund (ONIFX) Related ResourcesSee more information on JPMorgan Investor Growth Select (ONIFX) Fund

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