Mutual Funds - Profile

JPMorgan Growth Advantage Fund

US > Multi-Cap > Growth

Rank

Universe Rank

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
  • $35.64
    +0.05
  • 52 Week HL
  • $35.88 - $25.49
  • Net Assets
  • $14850 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 26, 2021

Company Holding
Microsoft Corporation 6.3
Apple, Inc 6.2
Amazon.com, Inc 5.6
Alphabet, Inc., 3.7
Tesla, Inc. 2.9
Company Holding
PayPal Holdings, 2.3
NVIDIA Corp 2.1
Mastercard, Inc., 2.0
UnitedHealth Group, 1.9
QUALCOMM, Inc. 1.7
Total 34.7%

Manager

  • Name
  • Timothy Parton
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
18.5 % YTD

  • 3 Year
  • 81.43%
  • 5 Year
  • 0%
  • Best
  • 38.1%
    2020
  • Worst
  • -1.52%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
JGTTX 19%37%34%-3%28%6%4%11%32%13%1%
S&P 500 21%16%29%-6%19%10%-1%11%30%0%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.2% -12.7% 17.9% 3.6% - - - - - - -
Q2 9.2% 32.7% 3.2% 9.3% -1.2% - - - - - -
Q3 6.1% 14.8% -2.7% 7.6% 6.6% - - - - - -
Q4 4.6% 3.8% 1.8% -17.8% 6.9% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 - 2.7% -0.4% 6% -1.9% 4.9% 2% 3.4% 0.6% 0.1% - -
2020 3.4% -5.8% -10.4% 16.7% 6.6% 6.7% 9.4% 8.7% -3.4% -2.5% 11.9% -4.8%

Annual Return

Index Comparison

Alpha

NAV