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JPMorgan Investor Growth C (OGGCX)

22.87
-0.08
(-0.35%)
At close: May 23 at 8:04:23 PM EDT
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  • Previous Close 22.95
  • YTD Return -1.69%
  • Expense Ratio 1.50%
  • Category --
  • Last Cap Gain -30.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 5.53B
  • Beta (5Y Monthly) 1.17
  • Yield 2.17%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.48
  • Inception Date Jul 1, 1997

The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 90% in equity securities and 10% in income securities.

JPMorgan

Fund Family

--

Fund Category

5.53B

Net Assets

1997-07-01

Inception Date

Performance Overview: OGGCX

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Trailing returns as of 5/22/2025.

YTD Return

OGGCX
1.69%
Category
0.00%
 

1-Year Return

OGGCX
7.98%
Category
0.00%
 

3-Year Return

OGGCX
8.19%
Category
0.00%
 

5-Year Return

OGGCX
11.63%
Category
0.00%
 

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Holdings: OGGCX

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Sector Weightings

SectorOGGCX
Technology   21.38%
Healthcare   11.67%
Industrials   10.99%
Energy   3.72%
Utilities   2.80%
Real Estate   2.68%

Recent News: OGGCX

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Research Reports: OGGCX

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