ONIFX : JPMorgan Investor Growth Fund Class I

ONIFX is a Allocation Market All-In-One with LOW fees.


JPMorgan Investor Growth Fund Class I

FI Score

79 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

79% FI Score
  • onifx
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Investor Growth Fund Class I

Expenses: 0.27% (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 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 90% in equity securities and 10% in income securities.

Largest Holdings

Amount Holding
14.71% JPMorgan US Equity R6
13.01% JPMorgan Large Cap Growth R6
8.59% JPMorgan Core Bond R6
8.39% JPMorgan Large Cap Value R6
6.87% JPMorgan International Rsrch Enh Eq R6
5.51% JPMorgan US Research Enhanced Equity R6
5.44% JPMorgan Intrepid Growth R6
4.80% JPMorgan Market Expansion Enh Idx R6
3.78% JPMorgan International Equity R6
3.14% JPMorgan Global Research Enhanced Idx R6
3.00% JPMorgan International Focus R6
2.98% JPMorgan Equity Income R6
2.95% JPMorgan Value Advantage R6
2.78% JPMorgan Europe Dynamic R6
2.58% JPMorgan Emerging Markets Equity R6
2.13% JPMorgan Small Cap Value R6
2.03% JPMorgan High Yield R6
1.99% JPMorgan Emerging Mkts Rsrch Enh Eq R6
1.67% JPMorgan Mid Cap Growth R6
1.15% JPMorgan Core Plus Bond R6
0.43% JPMorgan Emerging Markets Debt R6
0.13% JPMorgan Systematic Alpha R6

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