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OGGCX JPMorgan Investor Growth C

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Fund OGGCX JPMorgan Investor Growth C TAAIX Thrivent Aggressive Allocation S AOVIX American Century One Choice VryAgrsv Inv  
100% 93% 93%
Annual Fees
(1.76% Exp. Ratio)
(0.84% Exp. Ratio)
(1.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.26% annual return
$27,319.79 $36,134.52 $34,010.84
Est. savings over 30 yrs +$8,814.73 +$6,691.05
As of 9/30/16
1 YR RETURN 9.35%
3 YR 6.53%
5 YR 12.08%
10 YR 5.33%
1 YR RETURN 11.79%
3 YR 6.89%
5 YR 12.28%
10 YR 5.78%
1 YR RETURN 11.23%
3 YR 7.09%
5 YR 12.78%
10 YR 6.10%
The investment seeks long-term capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 90% in equity securities and 10% in income securities.
The investment seeks long-term capital growth. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 75%-100% of its assets in equity securities, and 0%-25% in debt securities. The fund may also enter into credit default swap agreements on security indexes. It may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.
The investment seeks the highest total return consistent with its asset mix. The fund invests in other American Century Investments mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. Its asset allocation strategy generally invests in equity securities. However, if the portfolio managers believe it is prudent, the fund may invest a portion of its assets in fixed-income securities and cash equivalent securities. The fund invests 100% of assets in underlying funds that invest in stocks.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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