ONGIX Mutual Fund
ONGIX Mutual Fund
ONGIX Mutual Fund
JPMorgan Investor Growth & Income Fund Class A
ONGIX Mutual Fund Overview
ONGIX Mutual Fund (JPMorgan Investor Growth & Income Fund Class A) is managed by J.P. Morgan Asset Management with $4.80B in net assets. ONGIX expense ratio is 0.95%, holding 26 positions across sectors including Financials. Inception date: 1996-12-10.
ONGIX performance shows a YTD return of 4.87%. The 1-year return is 7.01% and the 5-year return is 6.75%. ONGIX dividend yield stands at 2.36%, paid quarterly.
ONGIX top holdings include Jpmorgan Core Bond Fund, Class R6 (16.9%), U.S. Equity Fund, Class R6 (10.1%), Large Cap Growth Fund, Class R6 (9.3%), Jpmorgan Core Plus Bond Fund, Class R6 (7.6%), Large Cap Value Fund, Class R6 (7.4%). Go to all ONGIX holdings, ONGIX sectors, or ONGIX dividends.
ONGIX can be compared against other funds. Use ONGIX overlap to find shared positions, or ONGIX vs another fund for a side-by-side view. ONGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.