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Jpmorgan Investor Growth And Income Fund Class C: (MF: ONECX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:01 PM ET

$20.67 USD

-0.06 (-0.29%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.69 75
3 months 2.22 77
6 months 7.69 81
1 Year 12.52 68
3 Year 12.06 66
5 Year 7.51 93
10 Year 9.19 86

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 81.70
Bear Market (10/07 - 2/09) -38.02
Bull Market (2/09 - 3/21) 402.37

Load Adjusted Returns as of Jan 31, 2026

1 Year 12.19
5 Year 7.09
10 Year 8.50
Since Inception 6.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.76 7.07 5.13 1.45
2024 6.29 1.43 5.56 -1.51
2023 4.94 3.87 -3.42 9.45
2022 -5.16 -11.81 -4.66 6.45
2021 3.94 4.94 -1.02 5.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.6813.3312.1015.23-15.1213.3916.2420.00-7.1015.906.86
% Total Return Rel to Index 0.00-4.88-12.91-11.013.07-15.28-2.16-11.48-2.70-5.88-5.07
% Total Return Rel to Peer 0.00-1.72-3.73-0.05-4.33-10.948.03-5.630.46-1.50-4.45
% Perf Quintile vs Peer* 0.000.000.003.004.005.002.005.003.004.005.00
% Dividends 0.000.380.420.240.160.380.170.160.290.220.14
% Yield NA1.802.122.100.971.870.860.891.841.210.83
Capital Gains ($) 0.000.470.300.240.930.341.040.970.871.120.48
Expense Ratio 0.001.071.071.071.071.071.071.091.101.101.02

* 1 = Top 20%, 5 = Bottom 20%