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JPMorgan Investor Growth I ONIFX

Analyst rating as of
NAV / 1-Day Return
23.97  /  0.91 %
Total Assets
3.8 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Low
Longest Manager Tenure
15.34 years
Category
Allocation--85%+ Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.15%
Turnover
21%
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Morningstar’s Analysis

Will ONIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Resilient risk-adjusted returns despite churn in the underlying lineup.

Summary

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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.

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