C
JPMorgan Investor Growth Fund Class C OGGCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings OGGCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info OGGCX-NASDAQ Click to
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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
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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
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Dividend Yield 2.07%
Dividend OGGCX-NASDAQ Click to
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Dividend Yield (Forward) 2.04%
Asset Allocation OGGCX-NASDAQ Click to
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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
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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
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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
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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
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Beta 0.84
Standard Deviation 14.61
Balance Sheet OGGCX-NASDAQ Click to
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Total Assets 5.81B
Operating Ratios OGGCX-NASDAQ Click to
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Expense Ratio 1.50%
Turnover Ratio 5.00%
Performance OGGCX-NASDAQ Click to
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Last Bull Market Total Return 13.86%
Last Bear Market Total Return -13.88%