On Nov. 1, longtime analyst Felise Agranoff officially became comanager of JPMorgan Growth Advantage alongside veteran manager Tim Parton, who remains the strategy’s lead. Agranoff previously joined Parton as a comanager of JPMorgan Mid Cap Growth at the end of 2015. Agranoff first joined J.P. Morgan in 2004 as an analyst and has spent the past 14 years on the growth-equity team. The investment approach will likely remain unchanged. The news does not affect the fund’s Morningstar Analyst Rating of Bronze for its cheapest share classes and Neutral for its most expensive ones.
JPMorgan Growth Advantage R5 JGVRX
NAV / 1-Day Return
32.69
/
2.91
%
Total Assets
13.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.750%
Expense Ratio
0.750%
Fee Level
Above Average
Longest Manager Tenure
19.17
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.21%
Turnover
47%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JGVRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JGVRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JGVRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JGVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
JPMorgan Growth Advantage Adds a Comanager; Rating Unchanged
