Morningstar

JPMorgan Investor Growth Fund Class I ONIFX

Medalist Rating as of Jul 27, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks long-term capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 90% in equity securities and 10% in income securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ONIFX	JPMorgan Investor Growth Fund Class I	Institutional	Open			Dec 10, 1996	$954.92M	0.730%	Below Average	$1M	$17.66M
ONGAX	JPMorgan Investor Growth Fund Class A	Front Load	Open			Dec 10, 1996	$5.59B	0.960%	Below Average	$500	−$188.78M
OGGCX	JPMorgan Investor Growth Fund Class C	Level Load	Open			Jul 1, 1997	$183.90M	1.480%	Below Average	$500	−$7.13M
JFTUX	JPMorgan Investor Growth Fund Class R6	Retirement, Large	Open			Jul 31, 2017	$287.40M	0.480%	Low	$15M	$28.15M

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