JPMorgan Large Cap Growth Fund Class R5

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

Performance

Trailing returns

1 day   +0.27%
   
1 week   +2.29%
   
4 week   +5.22%
   
3 month   +6.47%
   
YTD   +6.25%
   
1 year   +13.89%
   
3 years*   +16.30%
   
5 years*   +18.37%
   
*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 assets15.15B 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.40%  
Stocks97.60%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
37.24+0.14(0.38%)
Feb 26, 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* -1.00 -1.70 2.04 1.90
Beta* 0.97 1.03 0.99 0.99
Mean annual return 1.02 1.29 1.44 0.86
R-squared* 49.75 69.38 81.97 82.80
Standard deviation 10.95 11.52 14.14 15.95
Sharpe ratio 1.11 1.34 1.22 0.55
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc Class A (FB) 4.35%  
Home Depot Inc (HD) 3.84%  
MasterCard Inc Class A (MA) 3.71%  
Gilead Sciences Inc (GILD) 3.54%  
Apple Inc (AAPL) 3.46%  
Celgene Corp (CELG) 3.24%  
Visa Inc Class A (V) 2.74%  
Google Inc Class C (GOOG) 2.60%  
Comcast Corp Class A (CMCSA) 2.52%  
Regeneron Pharmaceuticals Inc (REGN) 2.34%