Nasdaq - Delayed Quote USD
JPMorgan Large Cap Growth R5 (JLGRX)
At close: 8:05 AM EST
Loading Chart for JLGRX
9/21 12:03 PM
DELL
- Previous Close
82.88 - YTD Return 26.83%
- Expense Ratio 0.54%
- Category Large Growth
- Last Cap Gain 42.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 97.25B
- Beta (5Y Monthly) 1.07
- Yield 0.18%
- 5y Average Return --
- Holdings Turnover 32.00%
- Last Dividend 0.14
- Inception Date Nov 4, 1997
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
97.25B
Net Assets
1997-11-04
Inception Date
Performance Overview: JLGRX
View MoreTrailing returns as of 11/20/2024. Category is Large Growth.
People Also Watch
JLGZX JPMorgan Large Cap Growth R2
72.46
+0.03%
JLGPX JPMorgan Large Cap Growth R3
78.09
+0.04%
JLGQX JPMorgan Large Cap Growth R4
79.70
+0.03%
OLGCX JPMorgan Large Cap Growth C
50.85
+0.02%
OLGAX JPMorgan Large Cap Growth A
77.58
+0.04%
JLGMX JPMorgan Large Cap Growth R6
84.04
+0.04%
OIERX JPMorgan Equity Income R5
26.77
+0.26%
JUEZX JPMorgan US Equity R2
26.27
+0.19%
OIEFX JPMorgan Equity Income R2
26.04
+0.27%
SEEGX JPMorgan Large Cap Growth I
79.90
+0.04%
OIEPX JPMorgan Equity Income R3
26.16
+0.27%
RGEBX American Funds Growth Fund of Amer R2E
77.80
+0.24%
OIEQX JPMorgan Equity Income R4
26.72
+0.26%
CMLFX American Funds American Mutual 529F
59.00
+0.20%
GSIQX Goldman Sachs GQG Ptnrs Intl Opps R
21.25
+0.05%
CMLEX American Funds American Mutual 529E
58.56
+0.19%
Holdings: JLGRX
View MoreTop 10 Holdings (56.93% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJLGRX
Technology 41.93%
Communication Services 16.04%
Consumer Cyclical 14.23%
Healthcare 11.09%
Financial Services 7.34%
Industrials 6.81%
Consumer Defensive 1.78%
Energy 0.56%
Basic Materials 0.22%
Real Estate 0.00%
Utilities 0.00%
Recent News: JLGRX
View MoreResearch Reports: JLGRX
View MoreTop Mutual Funds
KNPAX Kinetics Paradigm Adv A
166.04
+3.90%
KNPCX Kinetics Paradigm Adv C
148.09
+3.90%
KNPYX Kinetics Paradigm Instl
177.44
+3.90%
WWNPX Kinetics Paradigm No Load
174.82
+3.90%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
38.79
+3.47%
LSHUX Kinetics Spin-Off and Corp Rest Instl
43.64
+3.46%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
43.21
+3.45%
LSHEX Kinetics Spin-Off and Corp Rest No Load
45.67
+3.44%
KSCYX Kinetics Small Cap Opportunities Inst
219.44
+3.29%
KSOAX Kinetics Small Cap Opportunities Adv A
204.75
+3.29%
KSCOX Kinetics Small Cap Opportunities No Load
213.90
+3.29%
KSOCX Kinetics Small Cap Opportunities Adv C
191.40
+3.29%
NEEIX Needham Growth Institutional
65.49
+2.86%
NEAIX Needham Aggressive Growth Institutional
49.77
+2.62%
NEAGX Needham Aggressive Growth Retail
47.16
+2.61%
PVIVX Paradigm Micro-Cap
58.25
+2.61%
KGLCX Kinetics The Global Fund
16.12
+2.54%
KGLAX Kinetics The Global Fund
17.55
+2.51%
WWWEX Kinetics Global No Load
17.71
+2.49%
RCMFX Schwartz Value Focused
68.40
+2.47%
AATSX Ancora/Thelen Small-Mid Cap S
22.06
+2.46%
AATIX Ancora/Thelen Small-Mid Cap I
21.35
+2.45%
DNDGX Dunham Small Cap Growth Fund
20.53
+2.39%
BUISX Buffalo Small Cap Growth Institutional
15.63
+2.36%
DADGX Dunham Small Cap Growth A
18.78
+2.34%
CMGVX Columbia Select Mid Cap Gro Fd I2
33.35
+2.33%
CMGYX Columbia Select Mid Cap Gro Fd I3
33.46
+2.32%
CLSDX Columbia Select Mid Cap Gro S
32.76
+2.31%
CSCQX Columbia Small Cap Value I S
54.40
+2.22%
CSMIX Columbia Small Cap Value I A
46.15
+2.21%
CVVRX Columbia Small Cap Value I Adv
56.77
+2.21%
CSVYX Columbia Small Cap Value I Inst3
54.94
+2.21%
WGROX Wasatch Core Growth
104.81
+2.21%
CSCRX Columbia Small Cap Growth Inst2
30.50
+2.21%
CUURX Columbia Small Cap Value I Inst2
56.91
+2.21%
CGOCX Columbia Small Cap Growth C
18.97
+2.21%
WIGRX Wasatch Core Growth Institutional
106.93
+2.21%
CSGYX Columbia Small Cap Growth Inst3
31.04
+2.21%
CCRIX Columbia Small Cap Growth Fund
25.97
+2.20%
CSCZX Columbia Small Cap Value I Inst
54.39
+2.20%
CGOAX Columbia Small Cap Growth A
27.04
+2.19%
CSVRX Columbia Small Cap Value I R
45.69
+2.19%
WGMCX Wasatch Ultra Growth Institutional
36.86
+2.19%
CMSCX Columbia Small Cap Growth Inst
29.89
+2.19%
CMSHX Columbia Small Cap Growth S
29.89
+2.19%
CHHRX Columbia Small Cap Growth Adv
32.23
+2.19%
WAMCX Wasatch Ultra Growth
36.67
+2.17%
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
22.57
+2.13%
TORCX Tortoise Energy Infrastructure TR C
19.84
+2.11%
WISGX Segall Bryant & Hamill Small Cap GrInstl
23.24
+2.11%
TORIX Tortoise Energy Infrastructure TR Ins
20.84
+2.11%
EIPIX EIP Growth and Income I
19.88
+2.11%
TORTX Tortoise Energy Infrastructure TR A
20.47
+2.09%
HICGX Hennessy Cornerstone Growth Inst
39.98
+2.09%
HFCGX Hennessy Cornerstone Growth Investor
38.20
+2.08%
CCALX Conestoga Small Cap Institutional
83.89
+2.08%
CCASX Conestoga Small Cap Investors
81.92
+2.07%
LKSCX LKCM Small Cap Equity Instl
23.49
+2.04%
FIKIX Fidelity Advisor Utilities Z
50.03
+2.02%
FUGAX Fidelity Advisor Utilities A
48.77
+2.01%
FAUFX Fidelity Advisor Utilities Fund
48.93
+2.00%
FSUTX Fidelity Select Utilities
132.18
+2.00%
FUGCX Fidelity Advisor Utilities C
47.48
+2.00%
FUGIX Fidelity Advisor Utilities I
50.05
+2.00%
BUIOX Buffalo Early Stage Growth Instl
17.39
+1.99%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
49.71
+1.97%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
46.73
+1.96%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
49.38
+1.96%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
48.39
+1.96%
DSCIX Dana Epiphany Small Cap Eq Instl
15.62
+1.96%
ADKSX Adirondack Small Cap
32.33
+1.96%
WSMRX William Blair Small-Mid Cap Growth R6
32.87
+1.95%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
48.23
+1.94%
MLXIX Catalyst Energy Infrastructure I
30.48
+1.94%
TARKX Tarkio
32.29
+1.93%
LFSFX Lord Abbett Focused Small Cap Value F
33.50
+1.92%
QISGX Federated Hermes MDT Small Cap Growth IS
29.27
+1.92%
LFVAX Lord Abbett Focused Small Cap Value A
30.44
+1.91%
LMIYX Lord Abbett Micro Cap Growth I
21.94
+1.90%
LFMGX Lord Abbett Micro Cap Growth F
21.94
+1.90%
LMVVX Lord Abbett Focused Small Cap Value R5
33.31
+1.90%
LAMGX Lord Abbett Micro Cap Growth A
17.73
+1.90%
LCMGX Lord Abbett Micro Cap Growth Fund
21.03
+1.89%
LFVCX Lord Abbett Focused Small Cap Value C
31.92
+1.88%
QASGX Federated Hermes MDT Small Cap Growth A
27.13
+1.88%
ANORX American Century Small Cap Growth R
19.64
+1.87%
ANOIX American Century Small Cap Growth Inv
22.42
+1.86%
LMVWX Lord Abbett Focused Small Cap Value R6
33.41
+1.86%
LMVOX Lord Abbett Focused Small Cap Value F3
33.41
+1.86%
ANONX American Century Small Cap Growth I
23.61
+1.86%
ANODX American Century Small Cap Growth R6
24.17
+1.85%
ANOYX American Century Small Cap Growth Y
24.18
+1.85%
ANOHX American Century Small Cap Growth G
25.33
+1.85%
WBSIX William Blair Small Cap Growth I
39.74
+1.85%
WBSNX William Blair Small Cap Growth N
33.24
+1.84%
WBSRX William Blair Small Cap Growth R6
39.90
+1.84%
HNSGX Harbor Small Cap Growth Retirement
15.53
+1.84%
ANOCX American Century Small Cap Growth C
16.67
+1.83%
ANOGX American Century Small Cap Growth R5
23.62
+1.81%
ANOAX American Century Small Cap Growth A
20.81
+1.81%