JPMorgan Large Cap Growth Fund Select Class

 (MUTF:SEEGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.26%  
1 week   +0.60%
   
4 week
   
-0.65%  
3 month   +4.20%
   
YTD   +6.07%
   
1 year   +16.28%
   
3 years*   +18.86%
   
5 years*   +16.94%
   
*annualized
Best 3 month return+21.50%  
Worst 3 month return-32.90%  

Morningstar statistics

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

Key statistics

Total assets15.30B 
Front load-  
Deferred load-  
Expense ratio0.95%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash0.48%  
Stocks99.52%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
Additional$0  
IRA Initial$1,000,000  
AIP Initial$100  
AIP Additional$100  
33.60-0.11(-0.33%)
Sep 23, 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* 0.11 -3.35 1.60 1.31
Beta* 1.04 1.06 1.03 0.99
Mean annual return 2.00 1.45 1.55 0.87
R-squared* 51.98 78.95 82.33 83.06
Standard deviation 12.03 13.84 14.95 16.01
Sharpe ratio 1.99 1.25 1.24 0.55
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc Class A (FB) 4.27%  
Gilead Sciences Inc (GILD) 4.26%  
MasterCard Inc Class A (MA) 3.36%  
Home Depot Inc (HD) 3.12%  
Priceline Group Inc (PCLN) 2.99%  
Google Inc Class C (GOOG) 2.97%  
Celgene Corp (CELG) 2.76%  
Google Inc Class A (GOOGL) 2.64%  
Comcast Corp Class A (CMCSA) 2.46%  
Biogen Idec Inc (BIIB) 2.37%