JPMorgan Large Cap Growth Fund Class C
OLGCX
NASDAQ
| Weiss Ratings | OLGCX-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 | OLGCX-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 | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Large Cap Growth Fund Class C | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 04, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.82% | |||
| Asset Allocation | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.30% | |||
| Stock | 97.70% | |||
| U.S. Stock | 94.64% | |||
| Non-U.S. Stock | 3.06% | |||
| 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 | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.35% | |||
| 30-Day Total Return | -1.88% | |||
| 60-Day Total Return | 2.59% | |||
| 90-Day Total Return | 14.14% | |||
| Year to Date Total Return | 2.96% | |||
| 1-Year Total Return | 12.57% | |||
| 2-Year Total Return | 24.97% | |||
| 3-Year Total Return | 71.44% | |||
| 5-Year Total Return | 67.01% | |||
| Price | OLGCX-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 | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $49.39 | |||
| 1-Month Low NAV | $48.03 | |||
| 1-Month High NAV | $51.57 | |||
| 52-Week Low NAV | $42.32 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $60.74 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.14 | |||
| Standard Deviation | 16.42 | |||
| Balance Sheet | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 123.45B | |||
| Operating Ratios | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.44% | |||
| Turnover Ratio | 52.00% | |||
| Performance | OLGCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.84% | |||
| Last Bear Market Total Return | -18.57% | |||