ONGAX Mutual Fund

ONGAX Mutual Fund (JPMorgan Investor Growth Fund Class A) is managed by J.P. Morgan Asset Management with $5.74B in net assets. ONGAX expense ratio is 0.96%, holding 24 positions across sectors including Financials. Inception date: 1996-12-10.

ONGAX performance shows a YTD return of 6.73%. The 1-year return is 15.24% and the 5-year return is 8.07%. ONGAX dividend yield stands at 3.16%, paid quarterly.

ONGAX top holdings include U.S. Equity Fund, Class R6 (12.6%), Large Cap Growth Fund, Class R6 (11.4%), Large Cap Value Fund, Class R6 (10.1%), JPMorgan International Research Enhanced Equity ETF (8.0%), Jpmorgan Core Bond Fund, Class R6 (7.9%). Go to all ONGAX holdings, ONGAX sectors, or ONGAX dividends.

ONGAX can be compared against other funds. Use ONGAX overlap to find shared positions, or ONGAX vs another fund for a side-by-side view. ONGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.