JPMorgan Large Cap Growth C (OLGCX)
30.83
+0.97 (+3.25%)
USD |
Jun 24 2022
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.44% | 31.39B | 0.00% | 58.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 6.276B | -17.47% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | SEEGX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | JPMorgan |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Giri Devulapally | 17.84 yrs |
| Joseph Wilson | 1.58 yrs |
| Larry Lee | 1.58 yrs |
| Holly Fleiss | 0.41 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
1
6.276B
-17.13B
Category Low
21.47B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of May 31, 2022
Performance Versus Category
As of June 24, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 24, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple Inc | 10.15% | 141.66 | 2.45% |
| Microsoft Corp | 9.20% | 267.70 | 3.42% |
| JPMorgan Prime Money Market IM | 8.52% | 1.000 | 0.00% |
| Alphabet Inc Class C | 6.63% | 2370.76 | 5.19% |
| AbbVie Inc | 3.26% | 152.34 | 1.93% |
| Deere & Co | 3.26% | 310.87 | 4.49% |
| AutoZone Inc | 2.67% | 2158.91 | 2.38% |
| Lowe's Companies Inc | 2.63% | 182.84 | 3.69% |
| Tesla Inc | 2.59% | 737.12 | 4.52% |
| Coca-Cola Co | 2.53% | 63.04 | 1.87% |
Basic Info
| Investment Strategy | |
| 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | SEEGX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | JPMorgan |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Giri Devulapally | 17.84 yrs |
| Joseph Wilson | 1.58 yrs |
| Larry Lee | 1.58 yrs |
| Holly Fleiss | 0.41 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (6-24-22) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 22.05 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of April 30, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 11/4/1997 |
| Last Annual Report Date | 6/30/2021 |
| Last Prospectus Date | 11/1/2021 |
| Share Classes | |
| JLGMX | Retirement |
| JLGPX | Retirement |
| JLGQX | Retirement |
| JLGRX | Retirement |
| JLGZX | Retirement |
| OLGAX | A |
| SEEGX | Inst |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |