- 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
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, 2021Top 10 Holdings
Mar 27, 2021Company 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
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% |