VGRIX Rating, Research - JPMorgan Growth & Income A

JPMorgan Growth & Income A (vgrix)

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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 = 88

Threats + Weaknesses = 83

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

Fund Management Team

Fund Description Update

JPMorgan Growth & Income A (VGRIX) Description: VGRIX is a mutual fund, which is an investment that owns a basket of assets. The VGRIX 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 medium management tenure and is in the average fund size classification. VGRIXs minimum initial investment amount is $1000 while the IRA minimum is $1000. VGRIXs expense ratio is roughly 1%. The latest VGRIXs front end load was 5% and the back end load was 0%. The JPMorgan Growth & Income A (VGRIX) mutual fund falls under the large-cap value category. VGRIX focuses its investments in USA and VGRIX is not affiliated with a particular industry or fund sector. The JPMorgan Growth & Income A (VGRIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VGRIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VGRIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in Latin American equity and debt securities. It emphasizes equity securities (see equity research) of companies of any market capitalization located in Latin America. The fund may also buy debt securities issued by governmental entities, corporations, and financial institutions of these countries and supranational organizations. It may not seek to Invest in a large number of countries in Latin America. The funds non-diversified.

Management Analysis Update

JPMorgan Growth & Income A's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update