JLGRX Mutual Fund

JLGRX Mutual Fund (JPMorgan Large Cap Growth Fund Class R5) is managed by J.P. Morgan Asset Management with $885.3M in net assets. JLGRX expense ratio is 0.54%, holding 84 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2009-04-14.

JLGRX performance shows a YTD return of 0.39%. The 1-year return is -3.85% and the 5-year return is 9.45%. JLGRX dividend yield stands at 0.16%, paid annually.

JLGRX top holdings include NVIDIA Corp (13.1%), Alphabet Inc Class C (10.4%), Apple Inc (6.5%), Microsoft Corp (4.4%), Broadcom Inc (4.2%). Go to all JLGRX holdings, JLGRX sectors, or JLGRX dividends.

JLGRX can be compared against other funds. Use JLGRX overlap to find shared positions, or JLGRX vs another fund for a side-by-side view. JLGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.