JPMorgan Large Cap Growth Fund Select Class

 (MUTF:SEEGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.74%
   
1 week
   
-5.50%  
4 week
   
-8.91%  
3 month
   
-15.68%  
YTD
   
-15.62%  
1 year
   
-10.97%  
3 years*   +8.25%
   
5 years*   +8.07%
   
*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 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 assets14.20B 
Front load-  
Deferred load-  
Expense ratio0.90%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash2.48%  
Stocks97.52%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
IRA Initial$1,000,000  
30.04+0.22(0.74%)
Feb 10, 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* -0.62 -0.31 -0.52 1.49
Beta* 1.13 1.05 1.03 1.00
Mean annual return -0.03 0.97 0.91 0.74
R-squared* 89.01 77.41 81.76 83.36
Standard deviation 17.08 13.09 13.70 16.54
Sharpe ratio -0.02 0.88 0.79 0.47
* Against standard index

Top 10 holdings

Security Net Assets  
Facebook Inc A (FB) 5.63%  
Alphabet Inc C (GOOG) 5.49%  
Home Depot Inc (HD) 4.83%  
Amazon.com Inc (AMZN) 4.69%  
Regeneron Pharmaceuticals Inc (REGN) 4.42%  
MasterCard Inc A (MA) 3.80%  
Visa Inc Class A (V) 3.78%  
Celgene Corp (CELG) 3.40%  
Apple Inc (AAPL) 3.31%  
Netflix Inc (NFLX) 2.61%