JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.60%  
1 week
   
-5.62%  
4 week
   
-9.33%  
3 month
   
-16.19%  
YTD
   
-16.13%  
1 year
   
-11.77%  
3 years*   +8.01%
   
5 years*   +7.58%
   
*annualized
Best 3 month return+21.47%  
Worst 3 month return-32.94%  

Morningstar statistics

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

Key statistics

Total assets14.20B 
Front load5.25%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.48%  
Stocks97.52%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$500  
AIP Initial$1,000  
AIP Additional$50  
30.22+0.47(1.58%)
Feb 12, 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* -0.77 -0.48 -0.72 1.28
Beta* 1.13 1.05 1.04 1.00
Mean annual return -0.04 0.95 0.90 0.73
R-squared* 89.00 77.33 81.71 83.37
Standard deviation 17.08 13.09 13.72 16.56
Sharpe ratio -0.03 0.87 0.78 0.46
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc A (FB) 5.63%  
Alphabet Inc C (GOOG) 5.49%  
Home Depot Inc (HD) 4.83%  
Amazon.com Inc (AMZN) 4.69%  
Regeneron Pharmaceuticals Inc (REGN) 4.42%  
MasterCard Inc A (MA) 3.80%  
Visa Inc Class A (V) 3.78%  
Celgene Corp (CELG) 3.40%  
Apple Inc (AAPL) 3.31%  
Netflix Inc (NFLX) 2.61%