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 (4), Larry H. Lee (2) | |||
| 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) | 0.51% | |||
| Asset Allocation | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.01% | |||
| Stock | 99.78% | |||
| U.S. Stock | 97.59% | |||
| Non-U.S. Stock | 2.19% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.21% | |||
| Price History | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -3.41% | |||
| 30-Day Total Return | -7.49% | |||
| 60-Day Total Return | -6.27% | |||
| 90-Day Total Return | -7.70% | |||
| Year to Date Total Return | -4.46% | |||
| 1-Year Total Return | 13.15% | |||
| 2-Year Total Return | 60.01% | |||
| 3-Year Total Return | 44.02% | |||
| 5-Year Total Return | 130.49% | |||
| 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 | $38.51 | |||
| 1-Month Low NAV | $38.51 | |||
| 1-Month High NAV | $42.21 | |||
| 52-Week Low NAV | $34.53 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $44.35 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.11 | |||
| Standard Deviation | 20.43 | |||
| 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 | 28.00% | |||
| Performance | JGTUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.69% | |||
| Last Bear Market Total Return | -22.07% | |||
