JPMorgan Large Cap Growth Fund Select Class

 (MUTF:SEEGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.33%  
1 week
   
-2.91%  
4 week
   
-2.49%  
3 month   +2.92%
   
YTD   +4.08%
   
1 year   +17.56%
   
3 years*   +13.43%
   
5 years*   +16.20%
   
*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 High Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets16.07B 
Front load-  
Deferred load-  
Expense ratio0.90%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash3.16%  
Stocks96.84%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
36.18+0.17(0.47%)
Mar 27, 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* -1.52 -2.01 1.88 2.12
Beta* 0.97 1.03 0.99 0.99
Mean annual return 1.07 1.30 1.47 0.91
R-squared* 53.84 70.36 82.34 83.29
Standard deviation 11.34 11.62 14.26 16.02
Sharpe ratio 1.13 1.33 1.23 0.59
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 4.27%  
Facebook Inc Class A (FB) 4.20%  
Home Depot Inc (HD) 3.88%  
Gilead Sciences Inc (GILD) 3.82%  
Celgene Corp (CELG) 3.50%  
MasterCard Inc Class A (MA) 3.29%  
Visa Inc Class A (V) 2.96%  
Google Inc Class C (GOOG) 2.68%  
Regeneron Pharmaceuticals Inc (REGN) 2.52%  
Sherwin-Williams Co (SHW) 2.40%