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JPMorgan Large Cap Growth C (OLGCX)

46.60
-0.03
(-0.06%)
At close: 8:01:55 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.

JPMorgan Large Cap Growth C

New York, NY 10167
245 Park Avenue
(800) 480-4111

Fund Overview

Category Large Growth
Fund Family JPMorgan
Net Assets 97.34B
YTD Return -7.93%
Yield 0.00%
Morningstar Rating
Inception Date Feb 28, 1992

Fund Operations

Last Dividend 0.00
Last Cap Gain 42.00
Holdings Turnover 32.00%
Average for Category --

Fees & Expenses

Expense OLGCX Category Average
Annual Report Expense Ratio (net) 1.44% 0.99%
Prospectus Net Expense Ratio 1.44% --
Prospectus Gross Expense Ratio 1.50% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Giri K Devulapally, Lead Manager since August 02, 2004
Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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