The best performing J.P. Morgan fund, based on year-to-date (YTD) total return, is the JPMorgan Large Cap Growth A fund, which has achieved a 35.22% return.
Understanding a fund's performance is crucial for investors. The "Total Return YTD" metric indicates the fund's gain or loss from the beginning of the current calendar year up to a specified date, inclusive of income and capital gains, but exclusive of sales charges or redemption fees.
J.P. Morgan Fund Performance Overview
Here's a snapshot of the performance for select J.P. Morgan funds, demonstrating their Total Return YTD:
Fund Name | Ticker | Total Return YTD |
---|---|---|
JPMorgan Large Cap Growth A | OLGAX | 35.22% |
JPMorgan Investor Growth R6 | JFTUX | 16.19% |
JPMorgan Investor Growth I | ONIFX | 15.89% |
JPMorgan Investor Growth A | ONGAX | 15.64% |
As clearly shown, the JPMorgan Large Cap Growth A fund significantly outperforms the other listed funds in terms of its year-to-date return. This fund typically invests in companies with large market capitalizations that are expected to grow at an above-average rate.
For more detailed information on fund performance and to explore various investment options, you can visit reputable financial data platforms like Morningstar.