ONGFX Mutual Fund
ONGFX Mutual Fund
ONGFX Mutual Fund
JPMorgan Investor Growth & Income Fund Class I
ONGFX Mutual Fund Overview
ONGFX Mutual Fund (JPMorgan Investor Growth & Income Fund Class I) is managed by J.P. Morgan Asset Management with $389.1M in net assets. ONGFX expense ratio is 0.72%, holding 26 positions across sectors including Financials. Inception date: 1996-12-10.
ONGFX performance shows a YTD return of 5.32%. The 1-year return is 12.48% and the 5-year return is 6.71%. ONGFX dividend yield stands at 4.71%, paid quarterly.
ONGFX top holdings include Jpmorgan Core Bond Fund, Class R6 (16.6%), U.S. Equity Fund, Class R6 (9.9%), Large Cap Growth Fund, Class R6 (9.2%), Jpmorgan Core Plus Bond Fund, Class R6 (7.8%), Large Cap Value Fund, Class R6 (7.1%). Go to all ONGFX holdings, ONGFX sectors, or ONGFX dividends.
ONGFX can be compared against other funds. Use ONGFX overlap to find shared positions, or ONGFX vs another fund for a side-by-side view. ONGFX alternatives are available via the screener, along with tax-loss harvesting opportunities.