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ONGIX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

JPMorgan Investor Growth & Income A (ONGIX) Ownership - Who owns JPMorgan Investor Growth & Income A?

The investment seeks long-term capital appreciation and growth of income by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

ONGIX

Net Assets

4.87B

Fund Existence

over 28 years

Turnover

8.00

Total Expense Ratio

0.95

Front Load

4.50%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

500

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.99

Assets in Top Ten Holdings

3.31B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

4.38B

Fund Type

OpenEnd

Index Fund

Management Fee

0.05

Modified Duration

N/A

No Load Fund

Number of Long Holdings

27.00

Number of Net Holdings

27.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.41

Weighting Top Ten Holdings

72.39%

Gain YTD

3.738

Annual Yield % from dividends

2.60

Returns for 1 year

6.15

Returns for 3 years

27.83

Returns for 5 years

32.15

Returns for 10 years

36.31

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General Information

Category ModerateAllocation

Profile

Fundamentals

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