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JPMorgan Growth Advantage R2 (JGRJX)

34.14 -0.04 (-0.12%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 34.18
  • YTD Return 7.90%
  • Expense Ratio 0.55%
  • Category Large Growth
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 18.05B
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.01
  • Inception Date Jul 31, 2017

The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. The fund invests in companies that the adviser believes have strong earnings growth potential.

JPMorgan

Fund Family

Large Growth

Fund Category

18.05B

Net Assets

2017-07-31

Inception Date

Performance Overview: JGRJX

Trailing returns as of 5/31/2024. Category is Large Growth.

YTD Return

JGRJX
7.90%
Category
12.38%
 

1-Year Return

JGRJX
34.06%
Category
41.70%
 

3-Year Return

JGRJX
5.52%
Category
22.56%
 

5-Year Return

JGRJX
16.59%
Category
21.98%
 

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Holdings: JGRJX

Top 10 Holdings (49.22% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.57%
NVDA
NVIDIA Corporation 7.67%
AMZN
Amazon.com, Inc. 6.34%
AAPL
Apple Inc. 5.41%
META
Meta Platforms, Inc. 5.12%
GOOG
Alphabet Inc. 4.58%
MA
Mastercard Incorporated 3.00%
LLY
Eli Lilly and Company 2.95%
AVGO
Broadcom Inc. 2.73%
REGN
Regeneron Pharmaceuticals, Inc. 1.85%

Sector Weightings

SectorJGRJX
Technology   41.77%
Healthcare   11.79%
Industrials   10.36%
Energy   1.93%
Real Estate   0.00%
Utilities   0.00%

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