JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.39%  
1 week
   
-2.48%  
4 week   +0.53%
   
3 month   +5.57%
   
YTD   +4.92%
   
1 year   +19.71%
   
3 years*   +13.65%
   
5 years*   +15.82%
   
*annualized
Best 3 month return+21.47%  
Worst 3 month return-32.94%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Low Above Average
5 years Above Average Average
10 years Above Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets15.72B 
Front load5.25%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash3.07%  
Stocks96.93%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
AIP Initial$1,000  
AIP Additional$50  
36.71+0.48(1.32%)
May 1, 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* 4.65 -2.22 1.59 1.94
Beta* 0.94 1.02 0.99 0.99
Mean annual return 1.36 1.13 1.32 0.89
R-squared* 78.43 70.34 82.02 83.27
Standard deviation 9.63 11.61 14.14 16.03
Sharpe ratio 1.69 1.16 1.11 0.58
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 5.33%  
Facebook Inc Class A (FB) 4.13%  
Home Depot Inc (HD) 4.03%  
MasterCard Inc Class A (MA) 3.41%  
Celgene Corp (CELG) 3.38%  
Gilead Sciences Inc (GILD) 3.03%  
Visa Inc Class A (V) 2.98%  
Valeant Pharmaceuticals International Inc (VRX) 2.79%  
Google Inc Class C (GOOG) 2.64%  
Regeneron Pharmaceuticals Inc (REGN) 2.60%