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JPMorgan Investor Growth & Income A ONGIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See JPMorgan Investment Hub

Morningstar’s Analysis ONGIX

Will ONGIX 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 ONGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ONGIX 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 ONGIX’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

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