• JPMorgan Growth Advantage Fund

JPMorgan

  • US
  • Multi-Cap
  • Growth
  • Recently Viewed
  • Symbol Price
    FEKIX 12.41
    DPDEX 19.69
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    LQTVX 7.98

JPMorgan Growth Advantage Fund

JGTUX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index that demonstrate potential for higher growth.

The process focuses on companies that have a track record or prospects for above-average growth.

Next, the team looks for companies with leading competitive positions, sustainable business models and competent management that can deliver consistent growth.

Then the research team utilizes fundamental analysis to look for companies that exhibit potential for superior earnings growth.

The research team More

Price

Last Close

$37.55 ( +0.31 )

52 Week HL

$37.55 - $25.94

Net Assets

$14850 M

Expense Ratio

1.14 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 26, 2021

Company Name

  • Microsoft Corporation
  • Apple, Inc
  • Amazon.com, Inc
  • Alphabet, Inc.,
  • Tesla, Inc.

Holding

  • 6.3
  • 6.2
  • 5.6
  • 3.7
  • 2.9

Company Name

  • PayPal Holdings,
  • NVIDIA Corp
  • Mastercard, Inc.,
  • UnitedHealth Group,
  • QUALCOMM, Inc.
  • Total

Holding

  • 2.3
  • 2.1
  • 2.0
  • 1.9
  • 1.7
  • 34.7%

Manager

Name

Timothy Parton

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

18.6 %

3 Year

104.54%

5 Year

0%

Best

39.1%
2020

Worst

-1.23%
2018

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.3% -12.7% 17.9% 3.8% - - - - - - -
Q2 9.2% 32.8% 3.3% 9.3% -1.1% - - - - - -
Q3 6.2% 14.9% -2.6% 7.7% 6.7% - - - - - -
Q4 - 4.4% 2.3% -17.7% 7% - - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2021 - 2.7% -0.4% 6.1% -1.8% 4.9% 2% 3.5% 0.7% - - -
2020 3.4% -5.6% -10.5% 16.8% 6.6% 6.7% 9.4% 8.7% -3.4% -2.5% 11.9% -4.3%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
JGTUX 19%39%24%-1%-------
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha -2%2%-10%2%-------

JGTUX Russell 3000

Chart +