JPMorgan Large Cap Growth Fund

Scorecard
3 / 5 Stars
Lipper
4 2 4 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

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.

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Performance

The fund has returned 24.83 percent over the past year, 13.09 percent over the past three years, 19.21 percent over the past five years, and 7.97 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.1%
1 Year 24.8%
3 Years (Annualized) 13.1%
5 Years (Annualized) 19.2%
10 Years (Annualized) 8.0%

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Summary

The investment seeks long-term capital appreciation and growth of income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in the equity securities of large, well-established companies. Typically, in implementing its strategy, it invests in common stocks of companies with a history of above-average growth or companies expected to enter periods of above-average growth.

Fees

Fees are Average compared to funds in the same category.
JPMorgan Large Cap Growth Fund has an expense ratio of 1.34 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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