C
JPMorgan Large Cap Growth Fund Class C OLGCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings OLGCX-NASDAQ Click to
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Rating C
Reward Index Good
Reward Grade B-
Risk Index Fair
Risk Grade C
Company Info OLGCX-NASDAQ Click to
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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
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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
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Dividend Yield 0.00%
Dividend OLGCX-NASDAQ Click to
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Dividend Yield (Forward) 0.88%
Asset Allocation OLGCX-NASDAQ Click to
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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
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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
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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
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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
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Beta 1.03
Standard Deviation 18.41
Balance Sheet OLGCX-NASDAQ Click to
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Total Assets 106.88B
Operating Ratios OLGCX-NASDAQ Click to
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Expense Ratio 1.44%
Turnover Ratio 32.00%
Performance OLGCX-NASDAQ Click to
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Last Bull Market Total Return 21.09%
Last Bear Market Total Return -18.57%