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 1.99%
Dividend OGGCX-NASDAQ Click to
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Dividend Yield (Forward) 1.87%
Asset Allocation OGGCX-NASDAQ Click to
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Cash 2.95%
Stock 85.56%
U.S. Stock 61.69%
Non-U.S. Stock 23.87%
Bond 11.17%
U.S. Bond 9.70%
Non-U.S. Bond 1.47%
Preferred 0.02%
Convertible 0.00%
Other Net 0.30%
Price History OGGCX-NASDAQ Click to
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7-Day Total Return -2.31%
30-Day Total Return -0.74%
60-Day Total Return 3.44%
90-Day Total Return 6.74%
Year to Date Total Return 7.03%
1-Year Total Return 12.99%
2-Year Total Return 29.08%
3-Year Total Return 40.63%
5-Year Total Return 66.46%
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 $24.03
1-Month Low NAV $24.03
1-Month High NAV $24.60
52-Week Low NAV $20.02
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $24.60
52-Week High Price (Date) Jul 25, 2025
Beta / Standard Deviation OGGCX-NASDAQ Click to
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Beta 0.84
Standard Deviation 13.44
Balance Sheet OGGCX-NASDAQ Click to
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Total Assets 6.13B
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%