JPMorgan Large Cap Growth Fund Class R5
JLGRX
NASDAQ
| Weiss Ratings | JLGRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JLGRX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Giri K Devulapally (22), Larry H. Lee (6), Holly Morris (6), 2 others | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JLGRX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Large Cap Growth Fund Class R5 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 14, 2009 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JLGRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.14% | |||
| Dividend | JLGRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.70% | |||
| Asset Allocation | JLGRX-NASDAQ | Click to Compare |
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| Cash | 1.88% | |||
| Stock | 98.12% | |||
| U.S. Stock | 97.24% | |||
| Non-U.S. Stock | 0.88% | |||
| 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 | JLGRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.96% | |||
| 30-Day Total Return | -6.65% | |||
| 60-Day Total Return | -3.14% | |||
| 90-Day Total Return | -3.16% | |||
| Year to Date Total Return | -0.24% | |||
| 1-Year Total Return | -2.55% | |||
| 2-Year Total Return | 20.00% | |||
| 3-Year Total Return | 68.99% | |||
| 5-Year Total Return | 51.92% | |||
| Price | JLGRX-NASDAQ | Click to Compare |
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| 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 | JLGRX-NASDAQ | Click to Compare |
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| Nav | $85.00 | |||
| 1-Month Low NAV | $84.27 | |||
| 1-Month High NAV | $92.11 | |||
| 52-Week Low NAV | $75.34 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $97.19 | |||
| 52-Week High Price (Date) | Nov 10, 2025 | |||
| Beta / Standard Deviation | JLGRX-NASDAQ | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 16.82 | |||
| Balance Sheet | JLGRX-NASDAQ | Click to Compare |
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| Total Assets | 105.92B | |||
| Operating Ratios | JLGRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.54% | |||
| Turnover Ratio | 72.00% | |||
| Performance | JLGRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.71% | |||
| Last Bear Market Total Return | -18.41% | |||