| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#163 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 14.06 percent over the past year, 12.47 percent over the past three years, 5.90 percent over the past five years, and 8.46 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.0% |
| 1 Year | 14.1% |
| 3 Years (Annualized) | 12.5% |
| 5 Years (Annualized) | 5.9% |
| 10 Years (Annualized) | 8.5% |
Summary
The investment seeks to provide long-term capital growth. The fund normally invests at least 80% of its assets in equity investments of large and mid capitalization companies. It invests primarily in a broad portfolio of common stocks of companies within the Russell 1000 Growth Index that the adviser believes have characteristics such as attractive valuations, high quality and/or strong momentum that should lead to relative out performance.
Fees
Fees are Average compared to funds in the same category.
JPMorgan Intrepid Growth Fund has an expense ratio of 1.25 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
