| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
3
3
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#155 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 9.13 percent over the past year, 12.32 percent over the past three years, 5.54 percent over the past five years, and 11.46 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.4% |
| 1 Year | 9.1% |
| 3 Years (Annualized) | 12.3% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 11.5% |
Summary
The investment seeks long-term capital growth. The fund will invest primarily in common stocks of companies across all market capitalizations. It will primarily use futures contracts to more effectively gain targeted equity exposure from its cash positions. The fund may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies.
Fees
Fees are Average compared to funds in the same category.
JPMorgan Growth Advantage Fund has an expense ratio of 1.25 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
