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Nasdaq - Delayed Quote USD

JPMorgan Growth Advantage Fund (JGRJX)

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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • LPL SAM Eligible - 10.24.2024
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Mid Atlantic Capital Group
  • Vanguard TF
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

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.

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

Performance & Risk

YTD Return -18.98%
5y Average Return 18.06%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

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