Effective May 31, 2023, Jonathan Tse will no longer be a listed manager on JPMorgan U.S. GARP Equity. Tse has been with J.P. Morgan since 2004 and served as a comanager on this strategy since November 2019. Tse was a member of the four-person quantitative research team conducting research in support of the group's investment process, including alpha and risk model development, portfolio optimization, and performance attribution. Head of quantitative research Wonseok Choi and fundamental manager Andrew Stern remain in place. Given their continued involvement, Tse’s departure does not affect JPMorgan U.S. GARP Equity’s People Pillar rating of Average and its Morningstar Medalist Rating of Neutral.
- NAV / 1-Day Return 58.12 / 0.09 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.840%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.04%
- Turnover 44%
Morningstar’s Analysis JIGAX
Will JIGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 98
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector