• JPMorgan Large Cap Growth Fund

JPMorgan

  • US
  • Large-Cap
  • Growth
  • Recently Viewed
  • Symbol Price
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    DMCCX 9.39
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

JPMorgan Large Cap Growth Fund

OLGAX

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process uses a fundamental, bottom-up approach to identify companies with strong growth potential. Next, the research team uses quantitative screens to highlight well established companies with above-average growth prospects.

The team also looks for companies with attractive fundamentals, potential to exceed market expectations, sustainable competitive advantages, and positive price momentum.

In addition, the team also evaluates factors such as demographic/cultural changes, technological advancements and/or regulatory changes resulting from structural disconnects.

The investment team also More

Price

Last Close

$68.67 ( +0.22 )

52 Week HL

$68.67 - $49.99

Net Assets

$37420 M

Expense Ratio

0.69 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 27, 2021

Company Name

  • Apple Inc
  • Microsoft Corporation
  • Tesla Inc
  • Amazon Com
  • PayPal Holdings

Holding

  • 6.7
  • 4.6
  • 4.3
  • 4.2
  • 4.1

Company Name

  • Snap Inc.
  • Facebook Inc
  • Alphabet Inc
  • Chipotle Mexican
  • Deere & Company
  • Total

Holding

  • 3.0
  • 2.8
  • 2.4
  • 2.1
  • 2.0
  • 36.2%

Manager

Name

Giri Devulapally

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

16.2 %

3 Year

109.86%

5 Year

192.17%

Best

47.55%
2020

Worst

-39.72%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.3% -11.7% 19.3% 5.1% 11.5% -6.4% 4.4% -1.4% 6.3% 16.7% -
Q2 8.6% 36.1% 6.2% 10% 8.5% -0.8% 2.2% 3.7% 2.5% -6.9% -
Q3 6.7% 16.3% -2.3% 8.4% 5.5% 6.4% -6.2% 3.4% 10% 3.7% -
Q4 - 5.6% -3.4% -18.9% 8.8% -1% 7.3% 4.7% 10% -2.6% -

Returns +
Monthly

J F M A M J J A S O N D
2021 2.3% -0.6% -1.3% 6% -1.4% 4% 3% 3.4% 0.3% - - -
2020 3.9% -5.3% -10.2% 17.9% 7% 7.9% 9.8% 9.3% -3.1% -3.7% 10.5% -0.7%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    19%37%35%-3%28%5%4%11%31%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
OLGAX 16%48%22%0%39%-2%7%11%33%12%3%
Russell 1000 19%37%35%-3%28%5%4%11%31%13%1%
Alpha -2%10%-12%3%10%-8%3%-1%1%-1%2%

OLGAX Russell 1000

Chart +