JPMorgan Large Cap Growth Fund Class A

 (MUTF:OLGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.13%
   
1 week   +0.89%
   
4 week   +1.08%
   
3 month   +2.71%
   
YTD   +8.49%
   
1 year   +21.52%
   
3 years*   +17.69%
   
5 years*   +18.43%
   
*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 Above Average Average
10 years Above Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets15.36B 
Front load5.25%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.12%  
Stocks97.88%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
AIP Initial$1,000  
AIP Additional$50  
37.46+0.05(0.13%)
May 22, 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* 6.73 -2.90 1.63 1.91
Beta* 0.93 1.03 0.99 0.99
Mean annual return 1.54 1.13 1.31 0.91
R-squared* 85.28 70.77 82.06 83.20
Standard deviation 9.13 11.61 14.14 16.00
Sharpe ratio 2.02 1.16 1.11 0.60
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 5.27%  
Facebook Inc Class A (FB) 4.39%  
Home Depot Inc (HD) 4.08%  
MasterCard Inc Class A (MA) 3.34%  
Celgene Corp (CELG) 3.27%  
Regeneron Pharmaceuticals Inc (REGN) 3.10%  
Visa Inc Class A (V) 2.93%  
Valeant Pharmaceuticals International Inc (VRX) 2.87%  
Google Inc Class C Capital Stock (GOOG) 2.65%  
Gilead Sciences Inc (GILD) 2.43%