JLGRX Mutual Fund
JLGRX Mutual Fund
JPMorgan Large Cap Growth Fund Class R5
JLGRX Mutual Fund Overview
JLGRX Mutual Fund (JPMorgan Large Cap Growth Fund Class R5) is managed by J.P. Morgan Asset Management with $963.7M in net assets. JLGRX expense ratio is 0.54%, holding 85 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2009-04-14.
JLGRX performance shows a YTD return of 7.62%. The 1-year return is 15.45% and the 5-year return is 15.27%. JLGRX dividend yield stands at 10.32%, paid annually.
JLGRX top holdings include Nvidia Corp (9.8%), Apple Inc (8.7%), Alphabet Inc series C (8.0%), Jpmorgan Prime Money Market Fund, Class Im (4.7%), Microsoft Corp 4.100 Feb 06 37 (4.5%). View all JLGRX holdings, sector breakdown, or dividend history.
JLGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JLGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.