About VGIFX
JPMorgan U.S. Value Fund Class R5 is a mutual fund designed to provide long-term capital growth by investing primarily in value-oriented U.S. equities. The fund focuses on identifying industry-leading companies with attractive valuations, using a fundamental research-driven approach. Its portfolio typically includes firms with durable business models, consistent earnings, and experienced management teams. Key sectors represented in the fund include financials, health care, energy, and industrials, featuring holdings such as Berkshire Hathaway, UnitedHealth Group, Wells Fargo, and Chevron. By targeting companies with strong fundamentals and compelling valuations, the fund aims to deliver a diversified mix of high-quality stocks. Managed by an experienced investment team, JPMorgan U.S. Value Fund Class R5 is positioned within the large value category, appealing to investors seeking diversified exposure to established U.S. companies trading below their intrinsic value. The fund features a competitive expense ratio and has received recognition for its disciplined investment process and stable management, underscoring its significance in the value investing segment of the financial market.
Fund Family JPMorgan
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol VGIFX
Share Class Class R5
Index Russell 1000 Value TR
VGIFX had a total return of 16.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.35%.
