JPMorgan Large Cap Growth A
(OLGAX)
US Markets Closed
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33.76
+0.27
+0.81%
:

Previous Close

33.49

Net Assets

4.44B

Yield

0.00%

Front load

5.25

Expenses

1.10%

Category

Large Growth

Morningstar Risk

Average

Morningstar Rating ★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • OLGAX

  • Category

    • 2013

    • 32.53%

    • -

    • 2012

    • 11.86%

    • -

    • 2011

    • 2.72%

    • -

    • 2010

    • 22.31%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 6.30%

      • 16.69%

      • 5.16%

      • Q2

      • 1.84%

      • -5.82%

      • 1.63%

      • Q3

      • 11.29%

      • 4.36%

      • -11.93%

      • Q4

      • 10.00%

      • -2.47%

      • 9.13%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Gilead Sciences Inc

        • 4.69

        • 6,671,100

        • -169,900

        • Facebook Inc Class A

        • 4.22

        • 8,637,700

        • 0

        • Home Depot Inc

        • 3.47

        • 5,673,300

        • 0

        • MasterCard Inc Class A

        • 3.30

        • 6,669,000

        • 0

        • Priceline Group Inc

        • 2.88

        • 354,000

        • 0

        • Google Inc Class C

        • 2.86

        • 764,775

        • 0

        • Celgene Corp

        • 2.79

        • 4,488,500

        • -164,900

        • Google Inc Class A

        • 2.46

        • 645,575

        • -24,700

        • Biogen Idec Inc

        • 2.44

        • 1,088,700

        • 47,300

        • Comcast Corp Class A

        • 2.41

        • 6,744,500

        • 0

        • Name

        • Rating

        • YTD Return %

          • Delaware Pooled Large-Cap Growth Equity

          • ★★★★★
          • 5.06

          • JHFunds2 Blue Chip Growth NAV

          • ★★★★★
          • 3.74

          • Guinness Atkinson Global Innovators

          • ★★★★★
          • 6.92

          • AllianzGI Focused Growth Administrative

          • ★★★★★
          • 4.45

          • T. Rowe Price Instl Large Cap Core Gr

          • ★★★★★
          • 3.85

          • Fidelity® Nasdaq Composite Index®

          • ★★★★★
          • 6.66

          • Alger Spectra Z

          • ★★★★★
          • 5.68

          • Alger Capital Appreciation Z

          • ★★★★★
          • 6.39

          • JPMorgan Equity Focus Select

          • ★★★★★
          • 4.40

          • Vanguard Capital Opportunity Adm

          • ★★★★★
          • 9.58

          • Name

          • OLGAX

          • Category

            • Expense Ratio

            • 1.10%

            • 1.23%

            • Net Assets

            • 4.44B

            • 743.58M

            • Dividend Yield

            • 0.83%

            • 1.21

            • Price/Book

            • 4.84

            • 3.86

            • Price/Sales

            • 2.20

            • 2.64

            • Price/Cash Flow

            • 15.33

            • 10.10

            Profile

            Name of Issuer

            JPMorgan

            Fund Style

            Open

            Fund Manager

            Giri Devulapally

            Investment Style

            Large Growth

            The investment seeks long-term capital appreciation and growth of income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in the equity securities of large, well-established companies. Typically, in implementing its strategy, it invests in common stocks of companies with a history of above-average growth or companies expected to enter periods of above-average growth.

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA 1,000
            Initial Purchase: AIP 100
            Front load 5.25
            Back Load 5.25

            Inception

            2/22/1994