JPMorgan Large Cap Growth Fund Class R5

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

Performance

Trailing returns

1 day   +0.69%
   
1 week   +1.64%
   
4 week   +2.70%
   
3 month   +6.83%
   
YTD   +4.66%
   
1 year   +21.14%
   
3 years*   +13.28%
   
5 years*   +18.74%
   
*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 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 assets14.99B 
Front load-  
Deferred load-  
Expense ratio0.76%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.38%  
Stocks97.62%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
33.46+0.23(0.69%)
Jul 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in the equity securities of large, well-established companies. Typically, in implementing its strategy, it invests in common stocks of companies with a history of above-average growth or companies expected to enter periods of above-average growth.
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* 0.56 -2.86 0.82 0.99
Beta* 1.03 1.04 1.02 1.00
Mean annual return 1.98 1.17 1.62 0.80
R-squared* 57.62 79.77 82.08 83.16
Standard deviation 12.81 14.29 15.10 16.07
Sharpe ratio 1.85 0.97 1.28 0.50
* Against standard index

Top 10 holdings

Security Net Assets  
Gilead Sciences Inc (GILD) 3.65%  
Facebook Inc Class A (FB) 3.53%  
Priceline Group Inc (PCLN) 3.42%  
MasterCard Inc Class A (MA) 3.35%  
Home Depot Inc (HD) 2.99%  
Google Inc Class A (GOOGL) 2.87%  
Google Inc Class C (GOOG) 2.82%  
Celgene Corp (CELG) 2.34%  
Visa Inc Class A (V) 2.32%  
Comcast Corp Class A (CMCSA) 2.31%