JPMorgan Large Cap Growth A
(OLGAX)
-0.09
-0.33%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 27.35 |
| Category | Large Growth |
| Net Assets | 2.83 Bil |
| Yield | 0.32% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 5/20/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital appreciation and growth of income by investing primarily in equity securities. The fund normally invests at least 80% of assets in the equity securities of large, well-established companies. Typically, in implementing its strategy, it invests in common stocks of companies with a history of above-average growth or companies expected to enter periods of above-average growth. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 34.51% | 22.31% | 2.72% | 11.86% | 13.68% |
| Value ($) | 13,451.00 | 16,451.92 | 16,899.41 | 18,903.68 | 21,489.70 |
- Year to date performance as of 5/19/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | JPMorgan |
| Fund Manager | Giri Devulapally |
| Tenure (Years) | 9 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 5.25 |
| Expense Ratio | 1.09% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.53% |
| 3 Months | 10.14% |
| 1 Year | 19.86% |
| 3 Years* | 19.25% |
| 5 Years* | 5.71% |
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
| OLGAX | Large Growth | |
|---|---|---|
| 5-Yr Return | 5.71% | 4.47% |
| Sharpe Ratio | 0.88 | 0.70 |
| Net Assets | 2.83 Bil | 602.46 Mil |
| Avg Market Cap | 44.12 Bil | 38.17 Bil |
| Avg P/E | 22.21 | 17.12 |
| Portfolio Turnover | 28 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 95.66% |
| Cash | 4.34% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Apple Inc | 5.42% |
| Google, Inc. Class A | 4.05% |
| MasterCard Incorporated Class A | 3.84% |
| Biogen Idec Inc | 3.56% |
| Home Depot, Inc. | 3.01% |
| Amazon.com Inc | 2.90% |
| Visa, Inc. | 2.71% |
| Sherwin-Williams Company | 2.53% |
| Gilead Sciences Inc | 2.38% |
| Union Pacific Corp | 2.24% |
Copyright © 2013 Microsoft. All rights reserved.
Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.
Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
