| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
1
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.79 percent over the past year, 16.87 percent over the past three years, 5.02 percent over the past five years, and 7.51 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.2% |
| 1 Year | 14.8% |
| 3 Years (Annualized) | 16.9% |
| 5 Years (Annualized) | 5.0% |
| 10 Years (Annualized) | 7.5% |
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 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 High compared to funds in the same category.
JPMorgan Large Cap Growth Fund has an expense ratio of 1.34 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
