JPMorgan Large Cap Growth Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 5 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A- (Buy)

U.S. News evaluated 466 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 32.19 percent over the past year, 14.51 percent over the past three years, 23.52 percent over the past five years, and 7.76 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.8%
1 Year 32.2%
3 Years (Annualized) 14.5%
5 Years (Annualized) 23.5%
10 Years (Annualized) 7.8%

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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 Above Average compared to funds in the same category.
JPMorgan Large Cap Growth Fund has an expense ratio of 1.59 percent.

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Risk

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

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