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JPMorgan U.S. GARP Equity R2 (JIGZX)

68.53
-4.14
(-5.70%)
At close: 8:01:23 PM EDT
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  • Previous Close 72.67
  • YTD Return -1.65%
  • Expense Ratio 1.09%
  • Category Large Growth
  • Last Cap Gain 53.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.79B
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.39
  • Inception Date Nov 3, 2008

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

1.79B

Net Assets

2008-11-03

Inception Date

Performance Overview: JIGZX

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Trailing returns as of 4/2/2025. Category is Large Growth.

YTD Return

JIGZX
1.65%
Category
12.38%
 

1-Year Return

JIGZX
16.96%
Category
41.70%
 

3-Year Return

JIGZX
14.06%
Category
22.56%
 

5-Year Return

JIGZX
18.57%
Category
21.98%
 

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Holdings: JIGZX

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Sector Weightings

SectorJIGZX
Technology   45.38%
Healthcare   7.64%
Industrials   4.26%
Energy   0.89%
Utilities   0.73%
Real Estate   0.72%

Recent News: JIGZX

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Research Reports: JIGZX

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