Manager Jason Alonzo left J.P. Morgan as of May 25, 2021, and no longer serves as a manager of JPMorgan U.S. GARP Equity. Andrew Stern has assumed Alonzo’s role as lead manager. Stern, a 13-year veteran of J.P. Morgan, was named comanager in 2019 after eight years on the strategy as an analyst. J.P. Morgan is looking to hire an additional research staff member to help absorb some of Alonzo's coverage responsibilities, though the team did add an analyst prior to Alonzo's departure who can contribute right away. The team will also continue to lean on insights from J.P. Morgan's 20-plus member core research analyst team.
JPMorgan U.S. GARP Equity I JPGSX
NAV / 1-Day Return
77.54
/
0.93
%
Total Assets
1.4 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.
0.590%
Expense Ratio
0.590%
Fee Level
Below Average
Longest Manager Tenure
1.74
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.81%
Turnover
96%
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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.
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Process Pillar
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People Pillar
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Comanager Leaves JPMorgan U.S. GARP Equity; Ratings Unchanged
