JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.83%
   
1 week
   
-1.89%  
4 week
   
-5.28%  
3 month
   
-3.58%  
YTD
   
-3.49%  
1 year   +19.66%
   
3 years*   +12.14%
   
5 years*   +19.10%
   
*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 Average
5 years Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets15.05B 
Front load5.25%  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.04%  
Stocks97.97%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
30.71+0.04(0.13%)
Apr 17, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation and growth of income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in the equity securities of large, well-established companies. Typically, in implementing its strategy, it invests in common stocks of companies with a history of above-average growth or companies expected to enter periods of above-average growth.
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* 0.32 -1.94 0.22 0.80
Beta* 1.04 1.02 0.99 0.99
Mean annual return 1.80 1.08 1.70 0.75
R-squared* 63.39 80.41 82.48 83.41
Standard deviation 13.05 14.24 15.32 16.02
Sharpe ratio 1.65 0.90 1.33 0.46
* Against standard index

Top 10 holdings

Security Net Assets  
Google Inc Class A (GOOG) 5.83%  
priceline.com Incorporated (PCLN) 3.92%  
Gilead Sciences Inc (GILD) 3.85%  
Facebook Inc Class A (FB) 3.67%  
Amazon.com Inc (AMZN) 3.48%  
MasterCard Incorporated Class A (MA) 3.41%  
Home Depot, Inc. (HD) 2.91%  
Celgene Corporation (CELG) 2.70%  
Visa, Inc. Class A (V) 2.43%  
Starbucks Corporation (SBUX) 2.37%