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JPMorgan US Value C VGICX

Analyst rating as of
NAV / 1-Day Return
55.29  /  0.02 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.440%
Expense Ratio
1.440%
Fee Level
Low
Longest Manager Tenure
17.12 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.88%
Turnover
22%
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Morningstar’s Analysis

Will VGICX outperform in future?

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

Upcoming Change to JPMorgan Growth and Income's Name Doesn't Alter Its Rating

Analyst Note

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JPMorgan Asset Management will change the name of JPMorgan Growth and Income to JPMorgan U.S. Value on or about Nov. 1, 2020 according to an Aug. 18 filing. This change aims to better reflect the strategy’s value-driven process, which has been in place under Clare Hart’s leadership since 2004. The strategy has no minimum dividend yield requirement; instead, it’s consistently focused on quality companies trading at attractive valuations. The strategy’s Morningstar Analyst Rating and pillar ratings are unaffected.

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