ONGIX : JPMorgan Investor Growth & Income Fund Class A

ONGIX is a Allocation Market All-In-One with MODERATE fees.

ONGIX

JPMorgan Investor Growth & Income Fund Class A

FI Score

69 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

69% FI Score
  • ongix
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Investor Growth & Income Fund Class A

Expenses: 0.52% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and growth of income by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 70% in equity securities and 30% in income securities.

Largest Holdings

Amount Holding
16.33% JPMorgan Core Bond R6
11.15% JPMorgan US Equity R6
10.31% JPMorgan Large Cap Growth R6
5.56% JPMorgan Core Plus Bond R6
5.15% JPMorgan International Rsrch Enh Eq R6
4.81% JPMorgan Large Cap Value R6
4.56% JPMorgan US Research Enhanced Equity R6
3.72% JPMorgan Market Expansion Enh Idx R6
3.72% JPMorgan Global Research Enhanced Idx R6
3.37% JPMorgan Intrepid Growth R6
3.30% JPMorgan Equity Income R6
3.23% JPMorgan Value Advantage R6
2.92% JPMorgan High Yield R6
2.46% JPMorgan Income R6
2.19% JPMorgan Emerging Markets Equity R6
1.97% JPMorgan International Equity R6
1.93% JPMorgan Europe Dynamic R6
1.70% JPMorgan Emerging Mkts Rsrch Enh Eq R6
1.67% JPMorgan Small Cap Value R6
1.48% JPMorgan Limited Duration Bd R6
1.41% JPMorgan International Focus R6
1.40% JPMorgan Mid Cap Growth R6
1.17% JPMorgan Inflation Managed Bond R6
0.97% JPMorgan Floating Rate Income R6
0.83% JPMorgan Strategic Income Opports R6

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