JPMorgan Investor Growth Fund Class C
OGGCX
NASDAQ
Weiss Ratings | OGGCX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | OGGCX-NASDAQ | Click to Compare |
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Provider | JPMorgan | |||
Manager/Tenure (Years) | Michael Loeffler (19), Ove Fladberg (14), Nicholas D’Eramo (11), 2 others | |||
Website | http://https://www.jpmorganfunds.com | |||
Fund Information | OGGCX-NASDAQ | Click to Compare |
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Fund Name | JPMorgan Investor Growth Fund Class C | |||
Category | Global Aggressive Allocation | |||
Sub-Category | Aggressive Allocation | |||
Prospectus Objective | Growth | |||
Inception Date | Jul 01, 1997 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 500.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | 0.01 | |||
Dividends and Shares | OGGCX-NASDAQ | Click to Compare |
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Dividend Yield | 2.07% | |||
Dividend | OGGCX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.04% | |||
Asset Allocation | OGGCX-NASDAQ | Click to Compare |
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Cash | 3.68% | |||
Stock | 83.97% | |||
U.S. Stock | 60.07% | |||
Non-U.S. Stock | 23.90% | |||
Bond | 11.98% | |||
U.S. Bond | 10.51% | |||
Non-U.S. Bond | 1.47% | |||
Preferred | 0.02% | |||
Convertible | 0.00% | |||
Other Net | 0.35% | |||
Price History | OGGCX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.61% | |||
30-Day Total Return | 3.19% | |||
60-Day Total Return | 7.94% | |||
90-Day Total Return | 3.05% | |||
Year to Date Total Return | 3.47% | |||
1-Year Total Return | 9.30% | |||
2-Year Total Return | 29.58% | |||
3-Year Total Return | 33.34% | |||
5-Year Total Return | 68.26% | |||
Price | OGGCX-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 | OGGCX-NASDAQ | Click to Compare |
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Nav | $23.24 | |||
1-Month Low NAV | $22.34 | |||
1-Month High NAV | $23.33 | |||
52-Week Low NAV | $20.02 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $24.19 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | OGGCX-NASDAQ | Click to Compare |
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Beta | 0.84 | |||
Standard Deviation | 14.61 | |||
Balance Sheet | OGGCX-NASDAQ | Click to Compare |
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Total Assets | 5.81B | |||
Operating Ratios | OGGCX-NASDAQ | Click to Compare |
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Expense Ratio | 1.50% | |||
Turnover Ratio | 5.00% | |||
Performance | OGGCX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.86% | |||
Last Bear Market Total Return | -13.88% | |||