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JPMorgan Large Cap Growth A (OLGAX)

68.36 +0.08 (+0.12%)
At close: May 17 at 8:01 PM EDT
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DELL
  • Previous Close 68.28
  • YTD Return 10.41%
  • Expense Ratio 0.44%
  • Category Large Growth
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 83.04B
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.05
  • Inception Date Nov 30, 2010

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.

JPMorgan

Fund Family

Large Growth

Fund Category

83.04B

Net Assets

2010-11-30

Inception Date

Performance Overview: OLGAX

Trailing returns as of 5/17/2024. Category is Large Growth.

YTD Return

OLGAX
10.41%
Category
12.38%
 

1-Year Return

OLGAX
35.65%
Category
41.70%
 

3-Year Return

OLGAX
7.07%
Category
22.56%
 

5-Year Return

OLGAX
17.82%
Category
21.98%
 

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Holdings: OLGAX

Top 10 Holdings (52.92% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 10.70%
NVDA
NVIDIA Corporation 7.67%
AMZN
Amazon.com, Inc. 6.92%
META
Meta Platforms, Inc. 5.94%
LLY
Eli Lilly and Company 5.20%
JINXX
JPMorgan Trust I - JPMorgan Prime Money Market Fund 3.70%
AAPL
Apple Inc. 3.61%
GOOG
Alphabet Inc. 3.57%
AVGO
Broadcom Inc. 2.82%
NFLX
Netflix, Inc. 2.78%

Sector Weightings

SectorOLGAX
Technology   47.02%
Healthcare   10.48%
Industrials   6.00%
Energy   0.69%
Real Estate   0.00%
Utilities   0.00%

Recent News: OLGAX

Research Reports: OLGAX

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