Nasdaq - Delayed Quote USD

JPMorgan U.S. GARP Equity I (JPGSX)

85.43
-0.25
(-0.29%)
At close: May 30 at 8:04:15 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

  • Raymond James Investment Services Ltd
  • Transact(UK)
  • Ascentric

Fund Summary

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.

Fund Overview

Category Large Growth
Fund Family JPMorgan
Net Assets 1.67B
YTD Return -8.93%
Yield 0.16%
Morningstar Rating
Inception Date Feb 18, 2005

Performance & Risk

YTD Return -0.26%
5y Average Return 17.50%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

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