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Jpmorgan Investor Growth Fund Class A: (MF: ONGAX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:54 PM ET

$31.19 USD

+0.16 (0.52%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.40 49
3 months 2.56 44
6 months 4.97 49
1 Year 15.24 47
3 Year 14.30 31
5 Year 8.50 23
10 Year 11.33 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 108.07
Bear Market (10/07 - 2/09) -45.32
Bull Market (2/09 - 3/21) 697.79

Load Adjusted Returns as of Jul 31, 2026

1 Year 12.82
5 Year 8.00
10 Year 11.43
Since Inception 8.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.69 11.89 NA NA
2025 -1.29 9.09 6.38 1.78
2024 8.35 1.83 5.59 -1.25
2023 5.86 5.37 -3.75 10.79
2022 -5.26 -13.78 -5.23 8.48
2021 5.71 5.99 -1.27 6.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.4016.6015.0418.95-16.0217.9219.7924.91-8.8821.038.72
% Total Return Rel to Index -1.32-1.61-9.97-7.292.17-10.751.39-6.57-4.49-0.75-3.20
% Total Return Rel to Peer 0.982.095.135.79-3.066.429.117.71-2.387.572.45
% Perf Quintile vs Peer* 3.002.004.004.002.001.001.005.004.003.003.00
% Dividends 0.040.510.580.300.240.650.240.220.440.360.20
% Yield 0.141.692.192.061.092.420.970.992.321.591.02
Capital Gains ($) 0.000.460.210.441.400.461.331.401.011.430.84
Expense Ratio 0.000.550.550.550.550.550.540.520.520.520.47

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