JPMorgan Large Cap Growth Fund Class R5

 (MUTF:JLGRX)   Watch this mutual fund  
Find more results for MUTF:JLGRX

Performance

Trailing returns

1 day   +1.54%
   
1 week
   
-0.22%  
4 week
   
-5.47%  
3 month
   
-0.52%  
YTD   +1.03%
   
1 year   +8.94%
   
3 years*   +15.16%
   
5 years*   +15.50%
   
*annualized
Best 3 month return+21.58%  
Worst 3 month return-11.84%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Below Average Above Average
5 years High Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets14.93B 
Front load-  
Deferred load-  
Expense ratio0.76%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash0.31%  
Stocks99.69%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
32.30+0.49(1.54%)
Oct 17, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation and growth of income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in the equity securities of large, well-established companies. Typically, in implementing its strategy, it invests in common stocks of companies with a history of above-average growth or companies expected to enter periods of above-average growth.
Fund filings (PDF) »
Asset manager:
Giri Devulapally (Started: Aug 2, 2004)
Advisor Company:
J.P. Morgan Investment Management Inc.
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.87 -4.10 1.35 1.47
Beta* 0.97 1.09 1.02 0.99
Mean annual return 1.35 1.60 1.44 0.86
R-squared* 56.57 76.83 82.59 83.14
Standard deviation 11.47 13.15 14.89 16.05
Sharpe ratio 1.40 1.46 1.15 0.55
* Against standard index

Top 10 holdings

Security Net Assets  
Gilead Sciences Inc (GILD) 4.69%  
Facebook Inc Class A (FB) 4.22%  
Home Depot Inc (HD) 3.47%  
MasterCard Inc Class A (MA) 3.30%  
Priceline Group Inc (PCLN) 2.88%  
Google Inc Class C (GOOG) 2.86%  
Celgene Corp (CELG) 2.79%  
Google Inc Class A (GOOGL) 2.46%  
Biogen Idec Inc (BIIB) 2.44%  
Comcast Corp Class A (CMCSA) 2.41%