Nasdaq - Delayed Quote USD

JPMorgan U.S. GARP Equity Fund (JGIRX)

84.24
+0.11
+(0.13%)
At close: 6:49:20 PM EDT
Loading Chart for JGIRX
  • Previous Close 84.13
  • YTD Return -8.88%
  • Expense Ratio 0.44%
  • Category Large Growth
  • Last Cap Gain 53.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.67B
  • Beta (5Y Monthly) 1.10
  • Yield 0.27%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.22
  • Inception Date Feb 18, 2005

Under normal circumstances, the fund invests at least 80% of its assets in equity investments of large and mid capitalization companies located in the U.S. "Assets" means net assets, plus the amount of borrowings for investment purposes. It invests primarily in a broad portfolio of equity securities that the adviser believes are high quality growth companies that have strong fundamentals and are trading at what the adviser determines to be attractive valuations. The fund is non-diversified.

JPMorgan

Fund Family

Large Growth

Fund Category

1.67B

Net Assets

2005-02-18

Inception Date

Performance Overview: JGIRX

View More

Trailing returns as of 5/16/2025. Category is Large Growth.

YTD Return

JGIRX
8.88%
Category
12.38%
 

1-Year Return

JGIRX
11.28%
Category
41.70%
 

3-Year Return

JGIRX
15.15%
Category
22.56%
 

5-Year Return

JGIRX
16.82%
Category
21.98%
 

People Also Watch

Holdings: JGIRX

View More

Sector Weightings

SectorJGIRX
Technology   45.64%
Healthcare   8.56%
Industrials   3.76%
Energy   0.87%
Real Estate   0.84%
Utilities   0.75%

Recent News: JGIRX

View More

Research Reports: JGIRX

View More

Top Mutual Funds