JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.11%
   
1 week   +2.20%
   
4 week   +5.31%
   
3 month   +6.23%
   
YTD   +6.31%
   
1 year   +13.18%
   
3 years*   +15.90%
   
5 years*   +17.94%
   
*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 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 assets15.15B 
Front load5.25%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.40%  
Stocks97.60%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
36.85+0.14(0.38%)
Feb 26, 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* -1.33 -2.06 1.65 1.57
Beta* 0.96 1.03 0.99 0.99
Mean annual return 0.99 1.26 1.41 0.83
R-squared* 49.57 69.31 82.00 82.79
Standard deviation 10.94 11.52 14.14 15.94
Sharpe ratio 1.08 1.30 1.19 0.53
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc Class A (FB) 4.35%  
Home Depot Inc (HD) 3.84%  
MasterCard Inc Class A (MA) 3.71%  
Gilead Sciences Inc (GILD) 3.54%  
Apple Inc (AAPL) 3.46%  
Celgene Corp (CELG) 3.24%  
Visa Inc Class A (V) 2.74%  
Google Inc Class C (GOOG) 2.60%  
Comcast Corp Class A (CMCSA) 2.52%  
Regeneron Pharmaceuticals Inc (REGN) 2.34%