JPMorgan Large Cap Growth Select
(SEEGX)
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 26.91 |
| Category | Large Growth |
| Net Assets | 4.81 Bil |
| Yield | 0.42% |
| Morningstar Risk | Average |
| Morningstar Return | Above Average |
- Last NAV update 5/24/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital appreciation and growth of income by investing primarily in equity securities. The fund normally invests at least 80% of assets in the equity securities of large, well-established companies. Typically, in implementing its strategy, it invests in common stocks of companies with a history of above-average growth or companies expected to enter periods of above-average growth. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 34.81% | 22.63% | 2.90% | 12.11% | 12.36% |
| Value ($) | 13,481.00 | 16,531.75 | 17,011.17 | 19,071.22 | 21,428.42 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | JPMorgan |
| Fund Manager | Giri Devulapally |
| Tenure (Years) | 9 |
| Fund Status | Open |
| Minimum Initial Purchase | 1.00 Mil |
| Minimum IRA Investment | 1.00 Mil |
| Front Load | 0.00 |
| Expense Ratio | 0.89% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 4.99% |
| 3 Months | 8.55% |
| 1 Year | 14.98% |
| 3 Years* | 18.50% |
| 5 Years* | 6.33% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| SEEGX | Large Growth | |
|---|---|---|
| 5-Yr Return | 6.33% | 4.47% |
| Sharpe Ratio | 0.89 | 0.70 |
| Net Assets | 4.81 Bil | 602.47 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% |
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