The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. The fund invests in companies that the adviser believes have strong earnings growth potential. The fund is non-diversified.
JPMorgan funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit JPMorgan's website to open an account and purchase JGASX.
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JPMorgan Growth Advantage Fund Class A
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JGASX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on JGASX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
JPMorgan Growth Advantage Fund Class A
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Pre-filled with JGASX's historical average return
Important: This projection uses simplified assumptions based on JGASX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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JGASX is the ticker symbol for JPMorgan Growth Advantage Fund Class A, a Large Growth mutual fund managed by JPMorgan. The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. The fund invests in companies that the adviser believes have strong earnings growth potential. The fund is non-diversified.
JGASX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
JGASX has posted a 1-year return of +13.48%, 3-year return of +20.37%, 5-year return of +11.19%, 10-year return of +18.50%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
JGASX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether JGASX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Growth category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.