JPMorgan Growth Advantage Fund A Shs

Frequently Asked Questions About VHIAX

What does VHIAX invest in?

The JPMorgan Growth Advantage Fund A Shs aims to achieve substantial capital growth for its investors over the long term. This fund primarily allocates its assets to common stocks, investing in companies across the full spectrum of market capitalizations, from small to large. While it has a broad mandate, the fund retains the flexibility to concentrate a significant portion of its holdings in a specific market capitalization category, for example, focusing heavily on large-cap companies, if deemed strategically advantageous. Its core investment approach involves identifying and selecting companies that the adviser believes demonstrate robust potential for future earnings growth.

What is the expense ratio of VHIAX?

JPMorgan Growth Advantage Fund A Shs (VHIAX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.

How big is VHIAX?

JPMorgan Growth Advantage Fund A Shs (VHIAX) manages $22.95B 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 VHIAX actively managed or an index fund?

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

When was VHIAX launched?

JPMorgan Growth Advantage Fund A Shs (VHIAX) launched in October 1999 and is managed by JPMorgan.

How has VHIAX performed?

VHIAX'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.