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 | 4.63% | |||
| 30-Day Total Return | 5.59% | |||
| 60-Day Total Return | 13.88% | |||
| 90-Day Total Return | 14.54% | |||
| Year to Date Total Return | 5.27% | |||
| 1-Year Total Return | 12.98% | |||
| 2-Year Total Return | 54.35% | |||
| 3-Year Total Return | 87.87% | |||
| 5-Year Total Return | 117.03% | |||
| 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 | $53.07 | |||
| 1-Month Low NAV | $50.26 | |||
| 1-Month High NAV | $53.07 | |||
| 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% | |||