JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +2.50%
   
1 week   +5.76%
   
4 week
   
-2.49%  
3 month   +1.56%
   
YTD   +4.59%
   
1 year   +11.06%
   
3 years*   +15.73%
   
5 years*   +15.84%
   
*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 Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets14.93B 
Front load5.25%  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash0.31%  
Stocks99.69%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
32.92-0.32(-0.96%)
Oct 22, 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* -2.22 -4.52 0.94 1.14
Beta* 0.97 1.09 1.02 0.99
Mean annual return 1.31 1.57 1.41 0.83
R-squared* 56.49 76.87 82.61 83.13
Standard deviation 11.47 13.16 14.90 16.04
Sharpe ratio 1.37 1.43 1.13 0.53
* Against standard index

Top 10 holdings

Security Net Assets  
Gilead Sciences Inc (GILD) 4.69%  
Facebook Inc Class A (FB) 4.22%  
Home Depot Inc (HD) 3.47%  
MasterCard Inc Class A (MA) 3.30%  
Priceline Group Inc (PCLN) 2.88%  
Google Inc Class C (GOOG) 2.86%  
Celgene Corp (CELG) 2.79%  
Google Inc Class A (GOOGL) 2.46%  
Biogen Idec Inc (BIIB) 2.44%  
Comcast Corp Class A (CMCSA) 2.41%