Jpmorgan Investor Growth Fund Class A: (MF: ONGAX)
(NASDAQ Mutual Funds) As of Nov 7, 2025 06:10 PM ET
$28.86 USD
+0.06 (0.21%)
Fund Description
The fund primarily invests in other J.P. Morgan Funds, focusing on growth strategies. A significant portion of its assets is allocated to J.P. Morgan equity funds, including international equity and specialty funds, while also incorporating investments in income and money market funds. Specialty funds may employ market-neutral or alternative strategies and include exposure to asset classes like real estate investment trusts (REITs) and commodities. The fund may invest up to 20% in exchange-traded funds (ETFs). Its allocation strategy aims for a long-term risk/return profile akin to a portfolio comprising 90% equity securities and 10% income securities, guided by strategic and tactical asset allocation determinations from J.P. Morgan Investment Management Inc.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan Investor Growth A | ONGAX | 4.50 | NA | 0.00 | 0.25 | 0.05 | 0.55 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan Investor Growth Fund A | ONGAX | 28.86 | 12/10/1996 | 2.02 | 13.12 | 19.36 | 12.26 |
| JPMorgan Investor Growth Fund C | OGGCX | 25.11 | 7/1/1997 | 1.87 | 12.60 | 18.74 | 11.67 |
| JPMorgan Investor Growth Fund Sel | ONIFX | 29.67 | 12/10/1996 | 2.16 | 13.31 | 19.64 | 12.52 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan Investor Growth A | ONGAX | 500 | 50 | 0 | Q |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |