JPMorgan Growth Advantage Fund Class R6 JGVVX
Strategy
The investment seeks to provide long-term capital growth. The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. Under normal circumstances,the fund invests at least 80% of its assets in equity securities of growth companies. The fund is non-diversified.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
JGASX | JPMorgan Growth Advantage Fund Class I | Institutional | Open | $5.53B | 0.740% | Above Average | $1M | −$1.08B | |||
VHIAX | JPMorgan Growth Advantage Fund Class A | Front Load | Open | $4.31B | 0.990% | Average | $1,000 | −$372.06M | |||
JGACX | JPMorgan Growth Advantage Fund Class C | Level Load | Open | $583.13M | 1.490% | Below Average | $1,000 | −$178.71M | |||
JGVRX | JPMorgan Growth Advantage Fund Class R5 | Retirement, Large | Open | $87.68M | 0.600% | Average | $0 | −$83.47M | |||
JGVVX | JPMorgan Growth Advantage Fund Class R6 | Retirement, Large | Open | $8.64B | 0.500% | Below Average | $15M | −$1.66B | |||
JGTUX | JPMorgan Growth Advantage Fund Class R4 | Retirement, Large | Open | $39.76M | 0.750% | High | $0 | −$1.58M | |||
JGTTX | JPMorgan Growth Advantage Fund Class R3 | Retirement, Medium | Open | $36.63M | 1.000% | Below Average | $0 | −$9.37M | |||
JGRJX | JPMorgan Growth Advantage Fund Class R2 | Retirement, Medium | Open | $9.04M | 1.250% | Above Average | $0 | −$2.62M |