JPMorgan Large Cap Growth Fund Class R5

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

Performance

Trailing returns

1 day   +0.34%
   
1 week   +3.18%
   
4 week   +0.17%
   
3 month   +5.61%
   
YTD   +1.32%
   
1 year   +14.88%
   
3 years*   +16.54%
   
5 years*   +17.46%
   
*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 assets15.41B 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.54%  
Stocks97.46%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
34.48-0.42(-1.20%)
Jan 28, 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* -2.04 -3.36 0.39 1.46
Beta* 1.00 1.10 1.02 0.99
Mean annual return 0.93 1.47 1.33 0.83
R-squared* 54.18 72.12 82.46 83.03
Standard deviation 11.18 11.79 14.61 16.02
Sharpe ratio 0.99 1.49 1.09 0.52
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc Class A (FB) 4.30%  
Gilead Sciences Inc (GILD) 4.06%  
MasterCard Inc Class A (MA) 3.73%  
Apple Inc (AAPL) 3.65%  
Home Depot Inc (HD) 3.61%  
Celgene Corp (CELG) 3.27%  
Google Inc Class C (GOOG) 2.66%  
Visa Inc Class A (V) 2.63%  
Comcast Corp Class A (CMCSA) 2.46%  
Alexion Pharmaceuticals Inc (ALXN) 2.44%