JPMorgan Large Cap Growth Fund Select Class

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

Performance

Trailing returns

1 day   +1.52%
   
1 week
   
-0.22%  
4 week
   
-5.51%  
3 month
   
-0.56%  
YTD   +0.88%
   
1 year   +8.75%
   
3 years*   +14.93%
   
5 years*   +15.28%
   
*annualized
Best 3 month return+21.50%  
Worst 3 month return-32.90%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Below Average Above 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 assets14.93B 
Front load-  
Deferred load-  
Expense ratio0.95%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash0.31%  
Stocks99.69%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
Additional$0  
IRA Initial$1,000,000  
AIP Initial$100  
AIP Additional$100  
32.48+0.42(1.31%)
Oct 20, 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* -2.02 -4.28 1.18 1.36
Beta* 0.97 1.09 1.02 0.99
Mean annual return 1.33 1.59 1.42 0.85
R-squared* 56.50 76.89 82.60 83.12
Standard deviation 11.45 13.12 14.86 16.03
Sharpe ratio 1.39 1.44 1.14 0.54
* Against standard index

Top 10 holdings

Security Net Assets  
Gilead Sciences Inc (GILD) 4.69%  
Facebook Inc Class A (FB) 4.22%  
Home Depot Inc (HD) 3.47%  
MasterCard Inc Class A (MA) 3.30%  
Priceline Group Inc (PCLN) 2.88%  
Google Inc Class C (GOOG) 2.86%  
Celgene Corp (CELG) 2.79%  
Google Inc Class A (GOOGL) 2.46%  
Biogen Idec Inc (BIIB) 2.44%  
Comcast Corp Class A (CMCSA) 2.41%