JPMorgan U.S. GARP Equity Fund Class A
JIGAX
NASDAQ
| Weiss Ratings | JIGAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JIGAX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Wonseok Choi (5), Andrew Stern (5), Lei (Grace) Liu (1), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JIGAX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. GARP Equity Fund Class A | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 18, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | JIGAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JIGAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.87% | |||
| Asset Allocation | JIGAX-NASDAQ | Click to Compare |
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| Cash | 0.82% | |||
| Stock | 99.19% | |||
| U.S. Stock | 97.59% | |||
| Non-U.S. Stock | 1.60% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JIGAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.83% | |||
| 30-Day Total Return | 2.34% | |||
| 60-Day Total Return | -2.02% | |||
| 90-Day Total Return | -7.69% | |||
| Year to Date Total Return | -6.02% | |||
| 1-Year Total Return | 11.51% | |||
| 2-Year Total Return | 54.70% | |||
| 3-Year Total Return | 54.14% | |||
| 5-Year Total Return | 125.90% | |||
| Price | JIGAX-NASDAQ | Click to Compare |
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| 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 | JIGAX-NASDAQ | Click to Compare |
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| Nav | $78.20 | |||
| 1-Month Low NAV | $66.82 | |||
| 1-Month High NAV | $78.20 | |||
| 52-Week Low NAV | $66.82 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $91.56 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | JIGAX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 18.88 | |||
| Balance Sheet | JIGAX-NASDAQ | Click to Compare |
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| Total Assets | 1.67B | |||
| Operating Ratios | JIGAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.84% | |||
| Turnover Ratio | 46.00% | |||
| Performance | JIGAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.05% | |||
| Last Bear Market Total Return | -20.06% | |||