JPMorgan Growth Advantage Fund Class R4
JGTUX
NASDAQ
| Weiss Ratings | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Felise Agranoff (5), Larry H. Lee (4) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Growth Advantage Fund Class R4 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | May 31, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.59% | |||
| Asset Allocation | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.64% | |||
| Stock | 98.12% | |||
| U.S. Stock | 96.34% | |||
| Non-U.S. Stock | 1.78% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.24% | |||
| Price History | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.10% | |||
| 30-Day Total Return | -3.23% | |||
| 60-Day Total Return | -0.81% | |||
| 90-Day Total Return | 4.77% | |||
| Year to Date Total Return | 0.44% | |||
| 1-Year Total Return | -3.18% | |||
| 2-Year Total Return | 20.43% | |||
| 3-Year Total Return | 80.86% | |||
| 5-Year Total Return | 50.75% | |||
| Price | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $44.82 | |||
| 1-Month Low NAV | $43.87 | |||
| 1-Month High NAV | $47.35 | |||
| 52-Week Low NAV | $39.27 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $51.94 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.19 | |||
| Standard Deviation | 16.71 | |||
| Balance Sheet | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 21.13B | |||
| Operating Ratios | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.75% | |||
| Turnover Ratio | 51.00% | |||
| Performance | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.97% | |||
| Last Bear Market Total Return | -22.07% | |||