JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.47%
   
1 week
   
-3.35%  
4 week
   
-1.23%  
3 month   +3.35%
   
YTD   +4.55%
   
1 year   +18.47%
   
3 years*   +13.53%
   
5 years*   +16.10%
   
*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 Above Average
5 years Above Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets16.07B 
Front load5.25%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash3.16%  
Stocks96.84%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
AIP Initial$1,000  
AIP Additional$50  
36.45+0.35(0.97%)
Mar 30, 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* -1.69 -2.21 1.66 1.90
Beta* 0.97 1.03 0.99 0.99
Mean annual return 1.05 1.28 1.45 0.89
R-squared* 53.75 70.28 82.35 83.29
Standard deviation 11.34 11.64 14.29 16.04
Sharpe ratio 1.11 1.31 1.22 0.57
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 4.27%  
Facebook Inc Class A (FB) 4.20%  
Home Depot Inc (HD) 3.88%  
Gilead Sciences Inc (GILD) 3.82%  
Celgene Corp (CELG) 3.50%  
MasterCard Inc Class A (MA) 3.29%  
Visa Inc Class A (V) 2.96%  
Google Inc Class C (GOOG) 2.68%  
Regeneron Pharmaceuticals Inc (REGN) 2.52%  
Sherwin-Williams Co (SHW) 2.40%