JPMorgan Large Cap Growth Fund Class R5

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

Performance

Trailing returns

1 day
   
-0.28%  
1 week   +1.20%
   
4 week
   
-10.70%  
3 month
   
-11.56%  
YTD
   
-10.70%  
1 year
   
-4.82%  
3 years*   +10.60%
   
5 years*   +10.03%
   
*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 Above Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets14.20B 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.48%  
Stocks97.52%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
30.77-1.21(-3.78%)
Feb 5, 4:00PM EST 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* -0.42 -0.13 -0.34 1.63
Beta* 1.13 1.05 1.04 1.00
Mean annual return -0.01 0.98 0.93 0.76
R-squared* 88.95 77.38 81.69 83.37
Standard deviation 17.12 13.10 13.73 16.56
Sharpe ratio -0.01 0.90 0.81 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc A (FB) 5.63%  
Alphabet Inc C (GOOG) 5.49%  
Home Depot Inc (HD) 4.83%  
Amazon.com Inc (AMZN) 4.69%  
Regeneron Pharmaceuticals Inc (REGN) 4.42%  
MasterCard Inc A (MA) 3.80%  
Visa Inc Class A (V) 3.78%  
Celgene Corp (CELG) 3.40%  
Apple Inc (AAPL) 3.31%  
Netflix Inc (NFLX) 2.61%