JPMorgan Large Cap Growth Fund Class C
OLGCX
NASDAQ
Weiss Ratings | OLGCX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | OLGCX-NASDAQ | Click to Compare |
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Provider | JPMorgan | |||
Manager/Tenure (Years) | Giri K Devulapally (20), Larry H. Lee (4), Holly Morris (4), 2 others | |||
Website | http://https://www.jpmorganfunds.com | |||
Fund Information | OLGCX-NASDAQ | Click to Compare |
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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 |
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Dividend Yield | 0.00% | |||
Dividend | OLGCX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.88% | |||
Asset Allocation | OLGCX-NASDAQ | Click to Compare |
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Cash | 6.20% | |||
Stock | 93.80% | |||
U.S. Stock | 90.60% | |||
Non-U.S. Stock | 3.20% | |||
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 |
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7-Day Total Return | 2.63% | |||
30-Day Total Return | 5.16% | |||
60-Day Total Return | 13.24% | |||
90-Day Total Return | 4.17% | |||
Year to Date Total Return | 0.57% | |||
1-Year Total Return | 14.49% | |||
2-Year Total Return | 51.71% | |||
3-Year Total Return | 67.78% | |||
5-Year Total Return | 108.49% | |||
Price | OLGCX-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 | OLGCX-NASDAQ | Click to Compare |
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Nav | $50.70 | |||
1-Month Low NAV | $47.55 | |||
1-Month High NAV | $50.70 | |||
52-Week Low NAV | $41.56 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $53.20 | |||
52-Week High Price (Date) | Dec 11, 2024 | |||
Beta / Standard Deviation | OLGCX-NASDAQ | Click to Compare |
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Beta | 1.03 | |||
Standard Deviation | 18.41 | |||
Balance Sheet | OLGCX-NASDAQ | Click to Compare |
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Total Assets | 106.88B | |||
Operating Ratios | OLGCX-NASDAQ | Click to Compare |
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Expense Ratio | 1.44% | |||
Turnover Ratio | 32.00% | |||
Performance | OLGCX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 21.09% | |||
Last Bear Market Total Return | -18.57% | |||