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JPMorgan U.S. GARP Equity R5 (JGIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.42+0.02 (+0.02%)
At close: 08:01PM EDT

JPMorgan U.S. GARP Equity R5

Columbus OH 43240

1111 Polaris Parkway, Ste. 2-j

JPMorgan Trust I

Management information
Lei (Grace) Liu,Lead manager since 31 October 2023
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyJPMorgan
Net assets1.43B
YTD return15.29%
Yield0.38%
Morningstar rating★★★★
Inception date14 May 2006

Fund operations

Last dividend0.29
Last cap gain42.00
Holdings turnover45.00%
Average for categoryN/A

Fees and expenses

ExpenseJGIRXCategory average
Annual report expense ratio (net)0.34%0.99%
Prospectus net expense ratio0.34%N/A
Prospectus gross expense ratio0.40%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A