JPMorgan Investor Growth FundONGAX
Type
Mutual fund
Peer group
Allocation
Net assets
$6.4B
Expense ratio
0.96%
1-year return
+14.6%
3 years, a year
+15.9%
5 years, a year
+8.5%
Holdings
24
What it aims to do.
The Fund seeks long-term capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan U.S. Equity Fund | 12.64% |
| JPMorgan Large Cap Growth Fund | 11.40% |
| JPMorgan Large Cap Value Fund | 10.05% |
| JPMorgan International Research Enhanced Equity ETF | 8.02% |
| JPMorgan Core Bond Fund | 7.90% |
| JPMorgan U.S. Research Enhanced Equity Fund | 7.57% |
| JPMorgan U.S. GARP Equity Fund | 5.22% |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | 4.44% |
| JPMorgan International Equity Fund | 4.42% |
| JPMorgan Global Select Equity ETF | 3.33% |
More on ONGAX.
- ONGAX overview
- ONGAX holdings
- ONGAX risk
- ONGAX costs
- ONGAX money in and out
- ONGAX share classes
- Compare ONGAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.