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

(NASDAQ Mutual Funds) As of Jan 9, 2026 05:50 PM ET

$20.48 USD

+0.09 (0.44%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 13.01 66
3 months 3.56 60
6 months 10.22 67
1 Year 9.61 50
3 Year 12.12 54
5 Year 7.80 90
10 Year 8.27 84

* 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) 392.64

Load Adjusted Returns as of Nov 30, 2025

1 Year 8.91
5 Year 9.15
10 Year 8.68
Since Inception 6.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.76 7.07 5.13 NA
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
2020 -15.05 15.92 5.81 11.55

Annual Return

20252024202320222021202020192018201720162015
% Total Return 13.0112.1015.23-15.1213.3916.2420.00-7.1015.906.86-1.70
% Total Return Rel to Index -4.49-12.91-11.013.07-15.28-2.16-11.48-2.70-5.88-5.07-3.09
% Total Return Rel to Peer -1.40-3.73-0.05-4.33-10.948.03-5.630.46-1.50-4.451.51
% Perf Quintile vs Peer* 0.000.003.004.005.002.005.003.004.005.003.00
% Dividends 0.130.420.240.160.380.170.160.290.220.140.16
% Yield 0.612.122.360.971.870.860.891.841.210.830.98
Capital Gains ($) 0.000.300.240.930.341.040.970.871.120.480.61
Expense Ratio 1.071.071.071.071.071.071.091.101.101.020.82

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