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Morningstar

JPMorgan Investor Growth C OGGCX

Morningstar Medalist Rating
Medalist Rating as of | See JPMorgan Investment Hub
  • NAV / 1-Day Return 19.13  /  0.53 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.500%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.85%
  • Turnover 1%

USD | NAV as of Jun 06, 2023 | 1-Day Return as of Jun 06, 2023, 10:32 PM GMT+0

Morningstar’s Analysis OGGCX

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.

These four funds are well designed for comfortable ownership, not for dramatic outperformance.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

An attentive team and reasonable resources are the foundation for this target-risk series—JP Morgan Investor Conservative Growth, JP Morgan Investor Balanced, JP Morgan Investor Growth & Income, and JP Morgan Growth—which should prove easy to hold but unlikely outperform long-term, driving an overall Morningstar Analyst Rating of Neutral.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OGGCX

More OGGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 24
  • % Assets in Top 10 Holdings 76.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan US Equity R6

13.86
589,849,469
—

JPMorgan Large Cap Growth R6

11.12
473,250,628
—

JPMorgan Large Cap Value R6

9.26
394,074,258
—

JPMorgan Core Bond R6

8.49
361,505,010
—

JPMorgan International Rsrch Enh Eq ETF

8.37
356,471,861
—

JPMorgan US Research Enhanced Equity R6

7.57
322,283,942
—

JPMorgan Market Expansion Enh Eq ETF

4.91
209,045,317
—

JPMorgan U.S. GARP Equity R6

4.88
207,517,662
—

JPMorgan International Equity R6

4.44
189,108,845
—

JPMorgan Equity Income R6

3.37
143,244,632
—