3 / 5 Stars
5 5 3 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.45 percent over the past year, 15.66 percent over the past three years, and 19.30 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. Under normal circumstances, the fund invests in a focused portfolio of equity securities of large capitalization companies. Large cap companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase. Typically, it invests in common stocks of companies with a history of above-average growth or companies expected to enter periods of above-average growth. The fund is non-diversified.
Fees are Average compared to funds in the same category.
JPMorgan Dynamic Growth Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.