Nasdaq - Delayed Quote USD

JPMorgan Large Cap Growth C (OLGCX)

49.41 -0.59 (-1.18%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 50.00
  • YTD Return 26.45%
  • Expense Ratio 1.44%
  • Category Large Growth
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 98.01B
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.00
  • Inception Date Sep 9, 2016

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

98.01B

Net Assets

2016-09-09

Inception Date

Performance Overview: OLGCX

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Trailing returns as of 10/15/2024. Category is Large Growth.

YTD Return

OLGCX
26.45%
Category
12.38%
?

1-Year Return

OLGCX
43.08%
Category
41.70%
?

3-Year Return

OLGCX
10.53%
Category
22.56%
?

5-Year Return

OLGCX
20.05%
Category
21.98%
?

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Holdings: OLGCX

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Top 10 Holdings (56.76% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.74%
NVDA
NVIDIA Corporation 9.30%
AMZN
Amazon.com, Inc. 6.29%
LLY
Eli Lilly and Company 5.72%
META
Meta Platforms, Inc. 5.59%
AAPL
Apple Inc. 5.24%
GOOG
Alphabet Inc. 4.41%
JINXX
JPMorgan Trust I - JPMorgan Prime Money Market Fund 4.07%
AVGO
Broadcom Inc. 3.33%
NFLX
Netflix, Inc. 3.06%

Sector Weightings

Recent News: OLGCX

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Research Reports: OLGCX

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