33.77 Up +0.10 +0.30%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 33.67
Category Large Growth
Net Assets 4.89 Bil
Yield 0.00%
Morningstar Risk Average
Morningstar Return Average
  • Last NAV update 8/20/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 22.31% 2.72% 11.86% 32.53% 6.26%
Value ($) 12,231.31 12,564.25 14,054.70 18,626.29 19,792.63
  • Year to date performance as of 8/20/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family JPMorgan
Fund Manager Giri Devulapally
Tenure (Years) 10
Fund Status Open
Minimum Initial Purchase 1,000.00
Minimum IRA Investment 1,000.00
Front Load 5.25
Expense Ratio 1.09%
PERFORMANCE
Symbol Value ($)
1 Month 3.18%
3 Months 9.54%
1 Year 24.34%
3 Years* 20.91%
5 Years* 18.55%
  • * Annualized returns
  • Performance as of 8/20/2014 12:00 AM ET
PEER COMPARISON
  OLGAX Large Growth
5-Yr Return 18.55% 16.30%
Sharpe Ratio 0.94 1.61
Net Assets 4.89 Bil 743.58 Mil
Avg Market Cap 50.74 Bil 69.92 Bil
Avg P/E 24.63 22.27
Portfolio Turnover 47 72
HOLDINGS
Symbol Value ($)
Stocks 99.58%
Cash 0.42%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 12:22 AM ET
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