JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.89%  
1 week
   
-2.83%  
4 week
   
-1.71%  
3 month   +2.14%
   
YTD   +7.53%
   
1 year   +12.01%
   
3 years*   +17.89%
   
5 years*   +15.43%
   
*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 Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets15.55B 
Front load5.25%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.43%  
Stocks97.58%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
33.82+0.76(2.30%)
Dec 17, 4:00PM EST 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* -1.96 -4.71 0.41 1.19
Beta* 1.01 1.11 1.02 0.99
Mean annual return 1.19 1.41 1.37 0.84
R-squared* 54.55 71.19 82.16 83.07
Standard deviation 11.28 11.86 14.65 16.04
Sharpe ratio 1.26 1.42 1.12 0.53
* Against standard index

Top 10 holdings

Security Net Assets  
Gilead Sciences Inc (GILD) 4.85%  
Facebook Inc Class A (FB) 4.21%  
MasterCard Inc Class A (MA) 3.63%  
Home Depot Inc (HD) 3.59%  
Celgene Corp (CELG) 3.12%  
Apple Inc (AAPL) 3.07%  
Google Inc Class C (GOOG) 2.78%  
Visa Inc Class A (V) 2.49%  
Alexion Pharmaceuticals Inc (ALXN) 2.43%  
Comcast Corp Class A (CMCSA) 2.42%