JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-2.94%  
1 week   +2.88%
   
4 week
   
-9.08%  
3 month
   
-6.42%  
YTD   +1.25%
   
1 year   +4.28%
   
3 years*   +13.88%
   
5 years*   +16.00%
   
*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 assets16.31B 
Front load5.25%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.03%  
Stocks97.97%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
AIP Initial$1,000  
AIP Additional$50  
35.84+0.88(2.52%)
Sep 2, 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* 8.40 1.22 1.80 2.12
Beta* 0.98 1.00 1.02 0.99
Mean annual return 1.60 1.49 1.49 0.88
R-squared* 85.81 66.05 79.52 83.06
Standard deviation 9.62 10.54 13.38 15.96
Sharpe ratio 1.99 1.69 1.33 0.58
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 5.37%  
Facebook Inc Class A (FB) 4.63%  
Home Depot Inc (HD) 4.03%  
Regeneron Pharmaceuticals Inc (REGN) 3.75%  
MasterCard Inc Class A (MA) 3.66%  
Celgene Corp (CELG) 3.32%  
Valeant Pharmaceuticals International Inc (VRX) 3.30%  
Visa Inc Class A (V) 3.04%  
Gilead Sciences Inc (GILD) 2.93%  
Comcast Corp Class A (CMCSA) 2.59%