Nasdaq - Delayed Quote USD
JPMorgan Large Cap Growth R2 (JLGZX)
73.27
+0.34
+(0.47%)
At close: 8:01:24 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 55.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.04% |
| 5y Average Return | 16.20% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JLGZX | Category Average | JLGZX | Category Average | JLGZX | Category Average | |
| Alpha | 2.99 | 0.03 | 0.34 | 0.04 | 2.58 | 0.01 |
| BETA | 1.04 | 0.01 | 1.09 | 0.01 | 1.07 | 0.01 |
| Mean Annual Return | 1.35 | 0.02 | 1.45 | 0.02 | 1.35 | 0.01 |
| R-squared | 88.75 | 0.89 | 85.69 | 0.87 | 83.16 | 0.87 |
| Standard Deviation | 18.16 | 0.2 | 19.04 | 0.16 | 18.14 | 0.15 |
| Sharpe Ratio | 0.64 | 0.01 | 0.77 | 0.01 | 0.79 | 0.01 |
| Treynor Ratio | 10.46 | 0.21 | 12.77 | 0.21 | 12.69 | 0.15 |
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