JPMorgan U.S. GARP Equity Fund

Frequently Asked Questions About JGIRX

What does JGIRX invest in?

Under typical market conditions, the fund dedicates at least 80% of its total investment capital—defined as its net assets plus any funds borrowed for investment purposes—to the equity securities of large and mid-sized U.S. corporations. The advisor primarily constructs a broad portfolio from these stocks, targeting companies believed to possess desirable qualities such as appealing valuations, strong fundamental quality, and/or robust market momentum, with the objective of delivering superior performance compared to its benchmarks.

What is the expense ratio of JGIRX?

JPMorgan U.S. GARP Equity Fund (JGIRX) charges an expense ratio of 0.44%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JGIRX?

JPMorgan U.S. GARP Equity Fund (JGIRX) manages $1.60B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is JGIRX actively managed or an index fund?

JGIRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JGIRX launched?

JPMorgan U.S. GARP Equity Fund (JGIRX) launched in May 2006 and is managed by JPMorgan.

How has JGIRX performed?

JGIRX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.