JPMorgan Growth Advantage A (VHIAX - Free Report) a Zacks Ranked #2 (Buy) was incepted in October 1999 and is managed by J.P. Morgan Fleming Asset Management (USA). VHIAX seeks to provide long-term growth from a portfolio of mid-capitalization stocks. VHIAX invests a large chunk of its assets in mid-sized U.S. companies. VHIAX seeks stocks with consistent earnings growth rates and robust earnings momentum. VHIAX allocates assets across a broad range of industry sectors to help minimize volatility.
This Large Growth fund, as of the last filing, allocates their fund in five major groups; Large Growth, Large Value, Small Growth and Emerging Market. Further, as of the last filing, Apple Inc, Facebook Inc and Google Inc were the top holdings for VHIAX.
JPMorgan Growth Advantage A, managed by J.P. Morgan , carries an expense ratio of 1.24. Moreover, VHIAX requires a minimal initial investment of $1,000.
VHIAX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 8.60%, 3 year 19.59% and 5 year 19.76%. To see how this fund performed compared in its category, please click here.
VHIAX’s performance, as of the last filing, when compared to funds in its category was in the top 2% in 1 year, top 1% over the past 3 years, and in the 1% over the past 5 years.
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