VGRIX : JPMorgan Growth And Income Fund Class A

VGRIX is a US Stocks Market Large Value with MODERATE fees.

VGRIX

JPMorgan Growth And Income Fund Class A

FI Score

45 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

45% FI Score
  • vgrix
  • Mutual Fund
  • US Stocks
  • Large Value

JPMorgan Growth And Income Fund Class A

Expenses: 0.93% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide capital growth over the long-term and to earn income from dividends. Under normal circumstances, the fund invests at least 80% of its assets in common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund's adviser applies an active equity management style focused on identifying attractively valued securities given their growth potential over a long-term time horizon.

Largest Holdings

Amount Holding
2.91% Microsoft Corp
2.78% Bank of America Corp
2.54% Bristol-Myers Squibb Company
2.38% Johnson & Johnson
2.37% BlackRock Inc
2.19% Berkshire Hathaway Inc Class B
2.18% Morgan Stanley
2.02% Alphabet Inc Class C
1.93% Texas Instruments Inc
1.87% The Home Depot Inc
1.83% Chevron Corp
1.81% Comcast Corp Class A
1.74% Truist Financial Corp
1.72% UnitedHealth Group Inc
1.69% Analog Devices Inc
1.64% Pfizer Inc
1.64% CMS Energy Corp
1.61% Medtronic PLC
1.59% T. Rowe Price Group Inc
1.55% Apple Inc
1.48% Parker Hannifin Corp
1.43% Becton, Dickinson and Co
1.39% Philip Morris International Inc
1.33% AbbVie Inc
1.31% Colgate-Palmolive Co

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