JPMorgan Funds - US Growth Fund X (acc) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 51.9 | 21.1 | -16.3 | 29.2 | 26.2 |
![]() | +/-Cat | 20.7 | -0.8 | 5.2 | 2.6 | 10.7 |
![]() | +/-B’mrk | 20.0 | -6.3 | 7.0 | -2.8 | 4.8 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 15/07/2024 | USD 103.01 | |
Day Change | 0.31% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU0143839131 | |
Fund Size (Mil) 15/07/2024 | USD 4559.80 | |
Share Class Size (Mil) 15/07/2024 | USD 45.64 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.15% |
Investment Objective: JPMorgan Funds - US Growth Fund X (acc) - USD |
To provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Giri Devulapally 20/12/2010 | ||
Joseph Wilson 17/02/2017 | ||
Inception Date 22/09/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Growth Fund X (acc) - USD | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.75 |
![]() | ![]() | 9.56 |
![]() | ![]() | 6.98 |
![]() | ![]() | 5.71 |
![]() | ![]() | 5.65 |
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JPMorgan Funds - US Growth Fund X (acc) - USD |