NasdaqGM - Delayed Quote USD

JPMorgan Large Cap Growth Fund (0P00018CV0)

68.80 +1.31 (+1.94%)
At close: April 5 at 4:00 PM EDT
Loading Chart for 0P00018CV0
DELL
  • Previous Close 67.49
  • YTD Return 16.01%
  • Expense Ratio 0.69%
  • Category Large Growth
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 87.28B
  • Beta (5Y Monthly) 1.06
  • Yield 0.05%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.03
  • Inception Date Feb 28, 1992

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.

JPMorgan

Fund Family

Large Growth

Fund Category

87.28B

Net Assets

1992-02-28

Inception Date

Performance Overview: 0P00018CV0

View More

Trailing returns as of 4/4/2024. Category is Large Growth.

YTD Return

0P00018CV0
16.01%
Category
12.38%
 

1-Year Return

0P00018CV0
42.84%
Category
41.70%
 

3-Year Return

0P00018CV0
10.97%
Category
22.56%
 

5-Year Return

0P00018CV0
19.91%
Category
21.98%
 

Holdings: 0P00018CV0

View More

Top 10 Holdings (53.16% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 10.88%
AMZN
AMZN 7.02%
NVDA
NVDA 6.94%
META
META 6.20%
LLY
LLY 5.21%
AAPL
AAPL 4.31%
JINXX
JINXX 3.60%
GOOG
GOOG 3.49%
NFLX
NFLX 2.86%
AVGO
AVGO 2.66%

Sector Weightings

Sector0P00018CV0
Technology   47.14%
Healthcare   10.30%
Industrials   5.81%
Energy   0.64%
Real Estate   0.00%
Utilities   0.00%

Recent News: 0P00018CV0

View More

Research Reports: 0P00018CV0

View More

Top Mutual Funds