JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.41%
   
1 week   +0.74%
   
4 week   +3.64%
   
3 month   +6.36%
   
YTD   +7.43%
   
1 year   +25.15%
   
3 years*   +17.89%
   
5 years*   +18.53%
   
*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 Above Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets14.74B 
Front load5.25%  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash0.42%  
Stocks99.58%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
34.14+0.14(0.41%)
Aug 29, 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* 2.16 -3.65 0.81 0.96
Beta* 0.93 1.05 1.02 0.99
Mean annual return 1.43 1.13 1.47 0.81
R-squared* 51.64 80.36 81.47 82.98
Standard deviation 12.03 14.30 14.91 15.97
Sharpe ratio 1.42 0.94 1.18 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc Class A (FB) 3.81%  
Gilead Sciences Inc (GILD) 3.79%  
MasterCard Inc Class A (MA) 3.27%  
Priceline Group Inc (PCLN) 3.11%  
Home Depot Inc (HD) 3.07%  
Google Inc Class C (GOOG) 2.94%  
Celgene Corp (CELG) 2.67%  
Google Inc Class A (GOOGL) 2.62%  
Comcast Corp Class A (CMCSA) 2.42%  
Visa Inc Class A (V) 2.31%