| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
U.S. News evaluated 485 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 23.98 percent over the past year, 16.81 percent over the past three years, 5.81 percent over the past five years, and 8.34 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.7% |
| 1 Year | 24.0% |
| 3 Years (Annualized) | 16.8% |
| 5 Years (Annualized) | 5.8% |
| 10 Years (Annualized) | 8.3% |
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 High compared to funds in the same category.
JPMorgan Intrepid Growth Fund has an expense ratio of 1.00 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
