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   +0.40%
   
4 week   +5.04%
   
3 month   +3.47%
   
YTD   +10.20%
   
1 year   +15.85%
   
3 years*   +19.27%
   
5 years*   +16.87%
   
*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 assets15.37B 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash1.37%  
Stocks98.63%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
35.23+0.12(0.34%)
Nov 21, 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* -0.92 -3.98 1.13 1.59
Beta* 1.04 1.11 1.03 1.00
Mean annual return 1.34 1.39 1.50 0.88
R-squared* 56.51 71.56 82.70 83.16
Standard deviation 11.45 11.91 14.88 16.07
Sharpe ratio 1.40 1.39 1.20 0.56
* Against standard index

Top 10 holdings

Security Net Assets  
Gilead Sciences Inc (GILD) 4.73%  
Facebook Inc Class A (FB) 4.54%  
Home Depot Inc (HD) 3.46%  
MasterCard Inc Class A (MA) 3.28%  
Google Inc (GOOG) 2.94%  
Celgene Corp (CELG) 2.83%  
Priceline Group Inc (PCLN) 2.47%  
Google Inc Class A (GOOGL) 2.42%  
Comcast Corp Class A (CMCSA) 2.41%  
Biogen Idec Inc (BIIB) 2.34%