JPMorgan U.S. GARP Equity Fund

Frequently Asked Questions About JGISX

What does JGISX invest in?

Under typical market conditions, this fund commits at least 80% of its investment holdings to equities of large and mid-capitalization U.S. companies. The definition of "assets" for this requirement includes the fund's net assets along with any borrowed capital used for investment. The strategy primarily involves curating a diverse collection of stocks that the investment adviser believes demonstrate attractive pricing, robust quality, and/or strong market momentum, which are expected to generate superior performance relative to the market.

What is the expense ratio of JGISX?

JPMorgan U.S. GARP Equity Fund (JGISX) charges an expense ratio of 0.34%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JGISX?

JPMorgan U.S. GARP Equity Fund (JGISX) 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 JGISX actively managed or an index fund?

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

When was JGISX launched?

JPMorgan U.S. GARP Equity Fund (JGISX) launched in November 2015 and is managed by JPMorgan.

How has JGISX performed?

JGISX'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.