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JPMorgan Growth Advantage Fund (JGRJX)

29.40
-0.50
(-1.67%)
At close: 8:01:23 PM EDT

Fund Summary

The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. The fund invests in companies that the adviser believes have strong earnings growth potential. The fund is non-diversified.

JPMorgan Growth Advantage Fund

New York NY 10036
1111 Polaris Parkway

Fund Overview

Category Large Growth
Fund Family JPMorgan
Net Assets 19.06B
YTD Return -9.91%
Yield 0.00%
Morningstar Rating
Inception Date Jan 08, 2009

Fund Operations

Last Dividend 0.01
Last Cap Gain 55.00
Holdings Turnover 28.00%
Average for Category --

Fees & Expenses

Expense JGRJX Category Average
Annual Report Expense Ratio (net) 1.25% 0.99%
Prospectus Net Expense Ratio 1.25% --
Prospectus Gross Expense Ratio 1.37% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Larry H. Lee, Lead Manager since July 12, 2022
Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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