3 / 5 Stars
4 4 5 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.12 percent over the past year, 12.38 percent over the past three years, 4.55 percent over the past five years, and 7.07 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.8%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||4.6%|
|10 Years (Annualized)||7.1%|
The investment seeks to provide capital growth over the long-term and earn income from dividends. Under normal circumstances, the fund invests at least 80% of its assets in common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. Its adviser applies an active equity management style focused on identifying attractively valued stocks given their growth potential over a long-term time horizon. The securities held by the fund will predominantly be of companies with market capitalizations similar to those within the universe of S&P 500/Citigroup Value Index stocks.
Fees are Low compared to funds in the same category.
JPMorgan Growth and Income Fund has an expense ratio of 1.69 percent.
Risk is Average compared to funds in the same category according to Morningstar.