JPGSX : JPMorgan Intrepid Growth Fund Class I

JPGSX is a US Stocks Market Large Growth with LOW fees.

JPGSX

JPMorgan Intrepid Growth Fund Class I

FI Score

63 /100

Expense Ratio Rating

9 /10

Expense Rating

4 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

63% FI Score
  • jpgsx
  • Mutual Fund
  • US Stocks
  • Large Growth

JPMorgan Intrepid Growth Fund Class I

Expenses: 0.59% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital growth. Under normal circumstances, the fund invests at least 80% of its assets in equity investments of large and mid capitalization companies. "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 have characteristics such as attractive valuations, high quality and/or strong momentum that should lead to relative outperformance.

Largest Holdings

Amount Holding
9.80% Microsoft Corp
8.54% Apple Inc
7.07% Amazon.com Inc
4.86% Facebook Inc A
3.53% Visa Inc Class A
2.61% UnitedHealth Group Inc
2.43% Amgen Inc
2.33% Oracle Corp
2.22% Alphabet Inc A
2.18% AbbVie Inc
1.98% International Business Machines Corp
1.90% Alphabet Inc Class C
1.84% Humana Inc
1.79% Lam Research Corp
1.74% Accenture PLC Class A
1.72% Bristol-Myers Squibb Company
1.58% Target Corp
1.45% Mastercard Inc A
1.40% Coca-Cola Co
1.22% Cisco Systems Inc
1.20% American Tower Corp
1.18% Vertex Pharmaceuticals Inc
1.11% Procter & Gamble Co
1.08% Qualcomm Inc
1.07% Northrop Grumman Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo