3 / 5 Stars
3 4 2 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#134 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation 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 16.89 percent over the past year, 9.36 percent over the past three years, 16.72 percent over the past five years, and 6.60 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.0%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||16.7%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term capital appreciation and growth of income by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in 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 equity securities and 30% in income securities.
Fees are Average compared to funds in the same category.
JPMorgan Investor Growth & Income Fund has an expense ratio of 0.49 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.