JPMorgan Large Cap Growth Fund Class R3
JLGPX
NASDAQ
| Weiss Ratings | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Giri K Devulapally (21), Larry H. Lee (5), Holly Morris (5), 2 others | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Large Cap Growth Fund Class R3 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 09, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.86% | |||
| Asset Allocation | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.43% | |||
| Stock | 93.57% | |||
| U.S. Stock | 90.63% | |||
| Non-U.S. Stock | 2.94% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.22% | |||
| 30-Day Total Return | -2.80% | |||
| 60-Day Total Return | -6.50% | |||
| 90-Day Total Return | -7.69% | |||
| Year to Date Total Return | -7.68% | |||
| 1-Year Total Return | 18.17% | |||
| 2-Year Total Return | 20.70% | |||
| 3-Year Total Return | 72.81% | |||
| 5-Year Total Return | 62.74% | |||
| Price | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $73.40 | |||
| 1-Month Low NAV | $70.23 | |||
| 1-Month High NAV | $76.07 | |||
| 52-Week Low NAV | $64.28 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $94.21 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.15 | |||
| Standard Deviation | 15.63 | |||
| Balance Sheet | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 107.43B | |||
| Operating Ratios | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.94% | |||
| Turnover Ratio | 52.00% | |||
| Performance | JLGPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.45% | |||
| Last Bear Market Total Return | -18.48% | |||