OGGCX Rating, Research - JPMorgan Investor Growth C

JPMorgan Investor Growth C (oggcx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 302

Threats + Weaknesses = 196

When strengths & opportunities substantially exceed threats & weaknesses an investment in the oggcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Investor Growth C (OGGCX) Description: OGGCX is a mutual fund, which is an investment that owns a basket of assets. The OGGCX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a long management tenure and is in the small fund size classification. OGGCXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OGGCXs expense ratio is roughly 1%. The latest OGGCXs front end load was 0% and the back end load was 1%. The JPMorgan Investor Growth C (OGGCX) mutual fund falls under the large-cap mixed category. OGGCX focuses its investments in USA and OGGCX is not affiliated with a particular industry or fund sector. The JPMorgan Investor Growth C (OGGCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OGGCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OGGCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income; long-term capital appreciation is a secondary consideration. The fund invests primarily in a portfolio of equity securities (see equity research) of U.S. issuers and by utilizing an option writing strategy to enhance current distributions. The funds investment adviser expects to write covered call options in an amount that is between 25% and 75% of the value of the funds assets. The fund may invest up to 25% of total assets in securities of foreign issuers. It may purchase and sell other instruments known as ??derivatives?.

Management Analysis Update

JPMorgan Investor Growth C's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update