Nasdaq - Delayed Quote USD
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 54.90% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -7.50% |
| 5y Average Return | 16.96% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OLGCX | Category Average | OLGCX | Category Average | OLGCX | Category Average | |
| Alpha | 1.35 | 0.03 | -0.08 | 0.04 | 2.07 | 0.01 |
| BETA | 1.07 | 0.01 | 1.12 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.99 | 0.02 | 1.71 | 0.02 | 1.33 | 0.01 |
| R-squared | 90.18 | 0.89 | 87.14 | 0.87 | 83.21 | 0.87 |
| Standard Deviation | 19.47 | 0.2 | 20.39 | 0.16 | 18.14 | 0.15 |
| Sharpe Ratio | 0.38 | 0.01 | 0.87 | 0.01 | 0.77 | 0.01 |
| Treynor Ratio | 5.55 | 0.21 | 15.38 | 0.21 | 12.37 | 0.15 |
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