JPMorgan U.S. GARP Equity Fund Class R2
JIGZX
NASDAQ
| Weiss Ratings | JIGZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JIGZX-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 | JIGZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. GARP Equity Fund Class R2 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 03, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JIGZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JIGZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.87% | |||
| Asset Allocation | JIGZX-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 | JIGZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.84% | |||
| 30-Day Total Return | 2.32% | |||
| 60-Day Total Return | -2.06% | |||
| 90-Day Total Return | -7.75% | |||
| Year to Date Total Return | -6.09% | |||
| 1-Year Total Return | 11.23% | |||
| 2-Year Total Return | 53.94% | |||
| 3-Year Total Return | 52.99% | |||
| 5-Year Total Return | 123.11% | |||
| Price | JIGZX-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 | JIGZX-NASDAQ | Click to Compare |
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| Nav | $74.36 | |||
| 1-Month Low NAV | $63.55 | |||
| 1-Month High NAV | $74.36 | |||
| 52-Week Low NAV | $63.55 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $87.37 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | JIGZX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 18.88 | |||
| Balance Sheet | JIGZX-NASDAQ | Click to Compare |
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| Total Assets | 1.67B | |||
| Operating Ratios | JIGZX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.09% | |||
| Turnover Ratio | 46.00% | |||
| Performance | JIGZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.89% | |||
| Last Bear Market Total Return | -20.11% | |||