JPMorgan Investor Growth A (ONGAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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JPMorgan Investor Growth A
New York, NY 10167
245 Park Avenue
Jpmorgan Trust II
(800) 480-4111
Management Information
,Lead Manager since October 31, 2016
Anshul Mohan, executive director, is a portfolio manager on J.P. Morgan Asset Management's Multi-Asset Solutions team based in Columbus. He is a member of the team managing the JPMorgan Investor Funds, a series of multi-asset funds. Anshul focuses on multi-asset strategy and is a member of the Investor Funds Asset Allocation Committee. In his role, he is responsible for asset allocation research, portfolio construction and optimization, and manager due-diligence for the funds. Anshul previously worked as an Investment Specialist in the J.P. Morgan Private Bank in Managed Solutions & Strategy team responsible for investing client assets in multi-assets discretionary portfolios. He joined JPMorgan in 2010 and worked in Asset Management and Investment Bank as a Research Analyst and a Market Strategist before joining the Private Bank. Prior to JPMorgan, Anshul worked at Ernst & Young LLP as a Product Manager. Anshul holds a Bachelor of Engineering degree from Indian Institute of Technology and a Master in Finance degree from Princeton University. He maintains Series 7 license.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryAllocation--85%+ Equity
Fund FamilyJPMorgan
Net Assets5.22B
YTD Return8.53%
Yield1.21%
Morningstar Rating★★★★★
Inception DateJul 30, 2017
Fund Operations
Last Dividend0.02
Last Cap Gain20.00
Holdings Turnover3.00%
Average for CategoryN/A
Fees & Expenses
ExpenseONGAXCategory Average
Annual Report Expense Ratio (net)0.50%0.74%
Prospectus Net Expense Ratio0.50%N/A
Prospectus Gross Expense Ratio0.50%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.00%
Max Deferred Sales LoadN/A1.42%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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