JPMorgan Large Cap Growth Fund Class A
OLGAX
NASDAQ
| Weiss Ratings | OLGAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | OLGAX-NASDAQ | Click to Compare |
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| 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 | OLGAX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Large Cap Growth Fund Class A | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 22, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | OLGAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | OLGAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.66% | |||
| Asset Allocation | OLGAX-NASDAQ | Click to Compare |
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| Cash | 7.24% | |||
| Stock | 92.76% | |||
| U.S. Stock | 89.11% | |||
| Non-U.S. Stock | 3.65% | |||
| 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 | OLGAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.23% | |||
| 30-Day Total Return | -2.81% | |||
| 60-Day Total Return | -6.50% | |||
| 90-Day Total Return | -7.69% | |||
| Year to Date Total Return | -7.67% | |||
| 1-Year Total Return | 18.18% | |||
| 2-Year Total Return | 20.71% | |||
| 3-Year Total Return | 72.78% | |||
| 5-Year Total Return | 62.74% | |||
| Price | OLGAX-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 | OLGAX-NASDAQ | Click to Compare |
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| Nav | $72.86 | |||
| 1-Month Low NAV | $69.71 | |||
| 1-Month High NAV | $75.51 | |||
| 52-Week Low NAV | $63.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $93.59 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | OLGAX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 15.25 | |||
| Balance Sheet | OLGAX-NASDAQ | Click to Compare |
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| Total Assets | 113.81B | |||
| Operating Ratios | OLGAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.94% | |||
| Turnover Ratio | 52.00% | |||
| Performance | OLGAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.45% | |||
| Last Bear Market Total Return | -18.49% | |||