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Jpmorgan Equity Index Fund Class R6 (OGFAX)

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89.43 +0.49    +0.55%
21/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 8.72B
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Equity
JPMorgan Equity Index R6 89.43 +0.49 +0.55%

OGFAX Overview

 
Find basic information about the Jpmorgan Equity Index Fund Class R6 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OGFAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change29.82%
Prev. Close88.94
Risk Rating
TTM Yield1.26%
ROE33.74%
IssuerJPMorgan
Turnover5%
ROA15.71%
Inception Date42614
Total Assets8.72B
Expenses0.04%
Min. Investment15,000,000
Market Cap329.44B
CategoryLarge Blend
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Jpmorgan Equity Index Fund Class R6 Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1209 1037 1380 1296 2032 -
Fund Return 20.93% 3.66% 37.97% 9.03% 15.23% -
Place in category 370 388 393 330 242 -
% in Category 23 29 27 23 21 -

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 66.3B 26.92 9.12 17.38
  JPMorgan Large Cap Growth Select 25.24B 26.65 8.85 17.07
  JPMorgan Equity Income R6 23.3B 15.20 6.90 9.96
  JPMorgan US Equity R6 17.97B 22.19 9.31 13.64
  JPMorgan Equity Income Select 16.77B 14.96 6.64 9.68

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 703.38B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 546.41B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 396.4B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 191.38B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 7.26 229.43 +0.40%
  Microsoft US5949181045 6.55 412.94 +0.02%
  NVIDIA US67066G1040 6.12 143.40 -2.23%
  Amazon.com US0231351067 3.57 197.20 -0.59%
  Meta Platforms US30303M1027 2.56 559.88 -0.57%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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