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JPMorgan Large Cap Growth R2 (JLGZX)

64.15
-3.36
(-4.98%)
At close: 8:01:24 PM EDT
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  • Previous Close 67.51
  • YTD Return -0.30%
  • Expense Ratio 1.19%
  • Category Large Growth
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 104.79B
  • Beta (5Y Monthly) 1.05
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.00
  • Inception Date Sep 9, 2016

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. The fund is non-diversified.

JPMorgan

Fund Family

Large Growth

Fund Category

104.79B

Net Assets

2016-09-09

Inception Date

Performance Overview: JLGZX

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Trailing returns as of 4/2/2025. Category is Large Growth.

YTD Return

JLGZX
0.30%
Category
12.38%
 

1-Year Return

JLGZX
16.97%
Category
41.70%
 

3-Year Return

JLGZX
14.93%
Category
22.56%
 

5-Year Return

JLGZX
19.70%
Category
21.98%
 

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Holdings: JLGZX

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Sector Weightings

SectorJLGZX
Technology   35.99%
Healthcare   7.54%
Industrials   5.25%
Energy   0.44%
Real Estate   0.00%
Utilities   0.00%

Recent News: JLGZX

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Research Reports: JLGZX

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