3 / 5 Stars
5 4 5 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#138 in Large Growth
U.S. News evaluated 468 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 24.97 percent over the past year, 14.11 percent over the past three years, 20.83 percent over the past five years, and 7.92 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||7.9%|
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 are Average compared to funds in the same category.
JPMorgan Large Cap Growth Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.