About OGGCX
JPMorgan Investor Growth Fund Class C is a mutual fund designed to pursue long-term capital appreciation through a diversified portfolio approach. The fund primarily operates as a "fund of funds," investing in a broad mix of underlying J.P. Morgan mutual funds. Its primary allocation strategy targets a risk/return profile resembling a portfolio of approximately 90% equities and 10% fixed income, providing exposure to both domestic and international markets across various sectors and capitalizations. The equity component encompasses U.S. large-cap, mid-cap, small-cap, international developed, and emerging markets equities, while the fixed income allocation spans investment grade, non-investment grade, and emerging markets debt. Managed by an experienced multi-asset team, the fund leverages insights from a wide array of asset specialists within J.P. Morgan to optimize allocation decisions. With an inception date of July 1, 1997, this fund serves investors seeking a growth-oriented investment with diversification benefits and access to global markets through a single, actively managed vehicle.
Fund Family JPMorgan
Category Mix Tgt All Agg Gr
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol OGGCX
Share Class Class C
Index Russell 3000 TR
OGGCX had a total return of 9.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.36%.
