Nasdaq - Delayed Quote USD
JPMorgan U.S. GARP Equity I (JPGSX)
At close: 8:01:44 PM EST
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 | 1.66B |
| YTD Return | 33.91% |
| Yield | 0.23% |
| Morningstar Rating | |
| Inception Date | Feb 18, 2005 |
Performance & Risk
| YTD Return | 37.19% |
| 5y Average Return | 18.77% |
| Rank in Category (ytd) | 27 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
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