JPMorgan Large Cap Growth Fund Select Class

 (MUTF:SEEGX)   Watch this mutual fund  
Find more results for MUTF:SEEGX

Performance

Trailing returns

1 day   +1.32%
   
1 week   +4.05%
   
4 week
   
-2.58%  
3 month
   
-2.67%  
YTD
   
-1.32%  
1 year   +23.08%
   
3 years*   +12.21%
   
5 years*   +20.29%
   
*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 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 assets15.05B 
Front load-  
Deferred load-  
Expense ratio0.95%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.04%  
Stocks97.97%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
Additional$0  
IRA Initial$1,000,000  
AIP Initial$100  
AIP Additional$100  
31.12-0.24(-0.77%)
Apr 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* 0.45 -1.73 0.47 1.02
Beta* 1.04 1.02 0.99 0.99
Mean annual return 1.81 1.09 1.72 0.77
R-squared* 63.54 80.48 82.53 83.41
Standard deviation 13.04 14.20 15.28 16.00
Sharpe ratio 1.66 0.92 1.34 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
Google Inc Class A (GOOG) 5.83%  
priceline.com Incorporated (PCLN) 3.92%  
Gilead Sciences Inc (GILD) 3.85%  
Facebook Inc Class A (FB) 3.67%  
Amazon.com Inc (AMZN) 3.48%  
MasterCard Incorporated Class A (MA) 3.41%  
Home Depot, Inc. (HD) 2.91%  
Celgene Corporation (CELG) 2.70%  
Visa, Inc. Class A (V) 2.43%  
Starbucks Corporation (SBUX) 2.37%