JPMorgan Investor Growth & Income A (ONGIX - Free Report) a Zacks Rank #2 (Buy) seeks long-term capital appreciation and growth of income by investing primarily in a diversified group of One Group mutual funds that invest primarily in equity securities.
This Mid Blend fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Intermediate Bond. Further, as of the last filing, JPMORGAN INTREPID AMERICA, JPMORGAN US EQUITY FUND and JPMORGAN CORE BOND FUND were the top holdings for ONGIX.
The JPMorgan Investor Growth & Income A fund, managed by J.P. Morgan carries an expense ratio of 0.41%. Moreover, ONGIX requires a minimal initial investment of $500.
ONGIX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 6.06% and 5 year 6.46%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
ONGIX’s performance, as of the last filing, when compared to funds in its category was in the top 69% in 1 year.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>