JPMorgan Investor Conservative Growth Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 1 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#64 in Conservative Allocation

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.11 percent over the past year, 5.91 percent over the past three years, 10.19 percent over the past five years, and 5.19 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 8.1%
3 Years (Annualized) 5.9%
5 Years (Annualized) 10.2%
10 Years (Annualized) 5.2%

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Summary

The investment seeks income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 70% in income securities and 30% in equity securities.

Fees

Fees are Average compared to funds in the same category.
JPMorgan Investor Conservative Growth Fund has an expense ratio of 0.50 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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