ONGIX Mutual Fund (JPMorgan Investor Growth & Income Fund Class A) is managed by J.P. Morgan Asset Management with $4.80B in net assets. ONGIX expense ratio is 0.95%, holding 26 positions across sectors including Unknown, Financials. Inception date: 1996-12-10.

ONGIX performance shows a YTD return of 6.48%. The 1-year return is 14.45% and the 5-year return is 6.89%. ONGIX dividend yield stands at 2.44%, paid quarterly.

ONGIX top holdings include Jpmorgan Core Bond Fund, Class R6 (16.6%), U.S. Equity Fund, Class R6 (9.9%), Large Cap Growth Fund, Class R6 (9.2%), Jpmorgan Core Plus Bond Fund, Class R6 (7.8%), Large Cap Value Fund, Class R6 (7.1%). View all ONGIX holdings, sector breakdown, or dividend history.

ONGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ONGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.