The J.P. Morgan Investor target-risk series features some standout J.P. Morgan funds, but the underlying lineup continues to settle, and the asset-allocation process lacks a clear edge. The series retains a Neutral Analyst Rating for all share classes.
JPMorgan Investor Growth C OGGCX
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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.
Will OGGCX 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 OGGCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OGGCX 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 OGGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Resilient risk-adjusted returns despite churn in the underlying lineup.
