JPMorgan Large Cap Growth Fund Class R5

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

Performance

Trailing returns

1 day   +0.62%
   
1 week
   
-3.25%  
4 week
   
-1.06%  
3 month   +2.25%
   
YTD   +6.79%
   
1 year   +15.80%
   
3 years*   +17.17%
   
5 years*   +19.30%
   
*annualized
Best 3 month return+21.58%  
Worst 3 month return-11.84%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years 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 assets15.82B 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash0.19%  
Stocks99.81%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
37.55+0.30(0.81%)
Jul 1, 4:00PM 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* 7.02 -0.64 1.69 2.18
Beta* 0.92 0.98 1.01 0.99
Mean annual return 1.47 1.45 1.49 0.92
R-squared* 85.48 63.46 81.01 83.24
Standard deviation 8.86 10.39 13.72 15.95
Sharpe ratio 1.99 1.67 1.30 0.60
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 5.45%  
Facebook Inc Class A (FB) 4.32%  
Home Depot Inc (HD) 3.94%  
MasterCard Inc Class A (MA) 3.59%  
Regeneron Pharmaceuticals Inc (REGN) 3.22%  
Valeant Pharmaceuticals International Inc (VRX) 3.22%  
Celgene Corp (CELG) 3.15%  
Visa Inc Class A (V) 3.04%  
Google Inc Class C Capital Stock (GOOG) 2.68%  
Gilead Sciences Inc (GILD) 2.56%