ONECX – JPMorgan Investor Growth & Income C Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation and growth of income by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 70% in equity securities and 30% in income securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ONGFX	JPMorgan Investor Growth & Income Fund Class I	Institutional	Open			Dec 10, 1996	$379.14M	0.720%	Average	$1M	−$9.49M
ONGIX	JPMorgan Investor Growth & Income Fund Class A	Front Load	Open			Dec 10, 1996	$4.79B	0.950%	Below Average	$500	−$253.02M
ONECX	JPMorgan Investor Growth & Income Fund Class C	Level Load	Open			Jul 1, 1997	$87.97M	1.470%	Below Average	$500	−$11.94M
JFBUX	JPMorgan Investor Growth & Income Fund Class R6	Retirement, Large	Open			Jul 31, 2017	$113.79M	0.470%	Below Average	$15M	$32.70M

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