JPMorgan Large Cap Growth Fund Class R5

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

Performance

Trailing returns

1 day   +0.43%
   
1 week   +0.87%
   
4 week   +4.27%
   
3 month   +3.16%
   
YTD
   
-2.86%  
1 year
   
-6.77%  
3 years*   +10.19%
   
5 years*   +10.08%
   
*annualized
Best 3 month return+21.58%  
Worst 3 month return-12.08%  

Morningstar statistics

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

Key statistics

Total assets13.73B 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.57%  
Stocks97.43%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
34.95+0.15(0.43%)
Jul 21, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000� Growth Index at the time of purchase.
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* -10.23 -0.93 -2.28 1.35
Beta* 1.09 1.05 1.04 0.99
Mean annual return -0.41 0.94 0.87 0.80
R-squared* 86.27 76.73 81.31 83.21
Standard deviation 17.01 13.48 14.00 16.59
Sharpe ratio -0.30 0.83 0.74 0.52
* Against standard index

Top 10 holdings

Security Net Assets  
Alphabet Inc C (GOOG) 5.96%  
The Home Depot Inc (HD) 5.15%  
Facebook Inc A (FB) 4.92%  
Amazon.com Inc (AMZN) 4.91%  
Visa Inc Class A (V) 3.90%  
MasterCard Inc A (MA) 3.22%  
Comcast Corp Class A (CMCSA) 3.05%  
Apple Inc (AAPL) 2.45%  
Microsoft Corp (MSFT) 2.42%  
Starbucks Corp (SBUX) 2.29%