JPMorgan Large Cap Growth Fund Class R5

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

Performance

Trailing returns

1 day
   
-0.61%  
1 week
   
-2.49%  
4 week
   
-7.21%  
3 month
   
-4.83%  
YTD   +3.38%
   
1 year   +6.48%
   
3 years*   +15.01%
   
5 years*   +16.23%
   
*annualized
Best 3 month return+21.58%  
Worst 3 month return-11.84%  

Morningstar statistics

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

Key statistics

Total assets15.32B 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.64%  
Stocks97.36%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
36.06-0.22(-0.61%)
Sep 3, 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* 7.14 1.05 1.46 2.44
Beta* 1.03 1.01 1.04 0.99
Mean annual return 0.68 1.26 1.46 0.87
R-squared* 89.96 71.26 80.84 83.37
Standard deviation 11.70 11.42 13.70 16.12
Sharpe ratio 0.70 1.32 1.27 0.56
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc Class A (FB) 4.84%  
Apple Inc (AAPL) 4.55%  
Home Depot Inc (HD) 4.05%  
Regeneron Pharmaceuticals Inc (REGN) 3.92%  
Valeant Pharmaceuticals International Inc (VRX) 3.65%  
MasterCard Inc Class A (MA) 3.64%  
Celgene Corp (CELG) 3.59%  
Google Inc Class C Capital Stock (GOOG) 3.52%  
Visa Inc Class A (V) 3.26%  
Amazon.com Inc (AMZN) 3.16%