JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.23%  
1 week   +0.60%
   
4 week   +4.43%
   
3 month   +6.13%
   
YTD   +11.35%
   
1 year   +20.47%
   
3 years*   +18.80%
   
5 years*   +18.41%
   
*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 assets15.65B 
Front load5.25%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash1.18%  
Stocks98.82%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
AIP Initial$1,000  
AIP Additional$50  
38.40-0.05(-0.13%)
Aug 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* 7.76 -0.19 1.35 1.93
Beta* 0.93 0.99 1.01 0.99
Mean annual return 1.23 1.34 1.52 0.88
R-squared* 87.90 65.63 80.33 83.22
Standard deviation 9.20 10.48 13.49 15.96
Sharpe ratio 1.60 1.53 1.35 0.58
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 5.50%  
Facebook Inc Class A (FB) 4.21%  
Home Depot Inc (HD) 3.98%  
MasterCard Inc Class A (MA) 3.56%  
Regeneron Pharmaceuticals Inc (REGN) 3.53%  
Valeant Pharmaceuticals International Inc (VRX) 3.43%  
Celgene Corp (CELG) 3.24%  
Visa Inc Class A (V) 3.07%  
Gilead Sciences Inc (GILD) 2.77%  
Comcast Corp Class A (CMCSA) 2.48%