Mutual Funds - Profile

JPMorgan Large Cap Growth Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process uses a fundamental, bottom-up approach to identify companies with strong growth potential. Next, the research team uses quantitative screens to highlight well established companies with above-average growth prospects.

The team also looks for companies with attractive fundamentals, potential to exceed market expectations, sustainable competitive advantages, and positive price momentum.

In addition, the team also evaluates factors such as demographic/cultural changes, technological advancements and/or regulatory changes resulting from structural disconnects.

The investment team also More

Price

  • Last Close
  • $48.23
    -0.3
  • 52 Week HL
  • $49.36 - $36.82
  • Net Assets
  • $37420 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 27, 2021

Company Holding
Apple Inc 6.7
Microsoft Corporation 4.6
Tesla Inc 4.3
Amazon Com 4.2
PayPal Holdings 4.1
Company Holding
Snap Inc. 3.0
Facebook Inc 2.8
Alphabet Inc 2.4
Chipotle Mexican 2.1
Deere & Company 2.0
Total 36.2%

Manager

  • Name
  • Giri Devulapally
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
13.4 % YTD

  • 3 Year
  • 71.03%
  • 5 Year
  • 165.19%
  • Best
  • 43.97%
    2020
  • Worst
  • -40.01%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
OLGCX 20%37%35%-3%28%5%4%11%31%13%1%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.1% -11.8% 19.2% 5% 11.4% -6.6% 4.2% -1.5% 6.2% 16.5% -
Q2 8.5% 35.9% 6.1% 9.9% 8.3% -0.9% 2.1% 3.6% 2.4% -7% -
Q3 6.6% 16.1% -2.4% 8.3% 5.3% 6.2% -6.3% 3.3% 9.8% 3.6% -
Q4 - 3.4% -7.3% -18.9% 8.8% -1.1% 7.1% 4.5% 9.9% -2.7% -

Returns +
M

J F M A M J J A S O N D
2021 0.4% 4% -4.1% 5.9% -1.4% 3.9% 2.9% 3.3% 0.3% -2.7% - -
2020 3.8% -5.5% -10% 17.8% 7% 7.8% 9.8% 9.2% -3.2% -3.8% 10.4% -2.7%

Annual Return

Index Comparison

Alpha

NAV