JPMorgan Large Cap Growth Fund Select Class

 (MUTF:SEEGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.16%
   
1 week
   
-1.32%  
4 week
   
-0.29%  
3 month   +3.56%
   
YTD   +7.72%
   
1 year   +14.86%
   
3 years*   +17.09%
   
5 years*   +19.40%
   
*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 assets15.65B 
Front load-  
Deferred load-  
Expense ratio0.90%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash1.18%  
Stocks98.82%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
37.22+0.08(0.22%)
Jul 7, 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* 7.93 -0.01 1.56 2.15
Beta* 0.93 0.99 1.00 0.99
Mean annual return 1.25 1.36 1.54 0.90
R-squared* 88.01 65.76 80.34 83.22
Standard deviation 9.20 10.47 13.46 15.94
Sharpe ratio 1.62 1.55 1.37 0.59
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 5.50%  
Facebook Inc Class A (FB) 4.21%  
Home Depot Inc (HD) 3.98%  
MasterCard Inc Class A (MA) 3.56%  
Regeneron Pharmaceuticals Inc (REGN) 3.53%  
Valeant Pharmaceuticals International Inc (VRX) 3.43%  
Celgene Corp (CELG) 3.24%  
Visa Inc Class A (V) 3.07%  
Gilead Sciences Inc (GILD) 2.77%  
Comcast Corp Class A (CMCSA) 2.48%