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JPMorgan Large Cap Growth R2 (JLGZX)
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9/21 12:03 PM
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72.46 - YTD Return 26.14%
- Expense Ratio 1.19%
- Category Large Growth
- Last Cap Gain 42.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 97.25B
- Beta (5Y Monthly) 1.07
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 32.00%
- Last Dividend 0.00
- Inception Date Nov 4, 1997
Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000? Growth Index at the time of purchase.
JPMorgan
Fund Family
Large Growth
Fund Category
97.25B
Net Assets
1997-11-04
Inception Date
Performance Overview: JLGZX
View MoreTrailing returns as of 11/20/2024. Category is Large Growth.
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Holdings: JLGZX
View MoreTop 10 Holdings (56.93% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJLGZX
Technology 41.93%
Communication Services 16.04%
Consumer Cyclical 14.23%
Healthcare 11.09%
Financial Services 7.34%
Industrials 6.81%
Consumer Defensive 1.78%
Energy 0.56%
Basic Materials 0.22%
Real Estate 0.00%
Utilities 0.00%
Recent News: JLGZX
View MoreResearch Reports: JLGZX
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KNPAX Kinetics Paradigm Adv A
166.04
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KNPCX Kinetics Paradigm Adv C
148.09
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KNPYX Kinetics Paradigm Instl
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WWNPX Kinetics Paradigm No Load
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KMKCX Kinetics Market Opportunities Adv C
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KMKNX Kinetics Market Opportunities No Load
93.38
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KMKYX Kinetics Market Opportunities Inst
95.07
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KMKAX Kinetics Market Opportunities Adv A
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LSHCX Kinetics Spin-Off and Corp Rest Adv C
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LSHUX Kinetics Spin-Off and Corp Rest Instl
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WWWFX Kinetics Internet No Load
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KINCX Kinetics Internet Adv C
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KINAX Kinetics Internet Adv A
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LSHAX Kinetics Spin-Off and Corp Rest Adv A
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LSHEX Kinetics Spin-Off and Corp Rest No Load
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KSCYX Kinetics Small Cap Opportunities Inst
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KSOAX Kinetics Small Cap Opportunities Adv A
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KSCOX Kinetics Small Cap Opportunities No Load
213.90
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KSOCX Kinetics Small Cap Opportunities Adv C
191.40
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UMPSX ProFunds UltraMid Cap Fund
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65.49
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NEAIX Needham Aggressive Growth Institutional
49.77
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NEAGX Needham Aggressive Growth Retail
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KGLCX Kinetics The Global Fund
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KGLAX Kinetics The Global Fund
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WWWEX Kinetics Global No Load
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RCMFX Schwartz Value Focused
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AATSX Ancora/Thelen Small-Mid Cap S
22.06
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AATIX Ancora/Thelen Small-Mid Cap I
21.35
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DNDGX Dunham Small Cap Growth Fund
20.53
+2.39%
NPSGX Nicholas Partners Small Cap Gr Instl
17.73
+2.37%
OSTGX Osterweis Opportunity Fund
18.62
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BUISX Buffalo Small Cap Growth Institutional
15.63
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DADGX Dunham Small Cap Growth A
18.78
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INPIX ProFunds Internet UltraSector Inv
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INPSX ProFunds Internet UltraSector Svc
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CMGVX Columbia Select Mid Cap Gro Fd I2
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+2.33%
CMGYX Columbia Select Mid Cap Gro Fd I3
33.46
+2.32%
CLSDX Columbia Select Mid Cap Gro S
32.76
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CSCQX Columbia Small Cap Value I S
54.40
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CSMIX Columbia Small Cap Value I A
46.15
+2.21%
CVVRX Columbia Small Cap Value I Adv
56.77
+2.21%
CSVYX Columbia Small Cap Value I Inst3
54.94
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WGROX Wasatch Core Growth
104.81
+2.21%
CSCRX Columbia Small Cap Growth Inst2
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CUURX Columbia Small Cap Value I Inst2
56.91
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CGOCX Columbia Small Cap Growth C
18.97
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WIGRX Wasatch Core Growth Institutional
106.93
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CSGYX Columbia Small Cap Growth Inst3
31.04
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25.97
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54.39
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CGOAX Columbia Small Cap Growth A
27.04
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45.69
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36.86
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29.89
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29.89
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32.23
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36.67
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185.00
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RYLDX Rydex Dow 2x Strategy A
185.76
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22.57
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19.84
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