JPMorgan Large Cap Growth Fund

Frequently Asked Questions About JLGRX

What does JLGRX invest in?

Typically, the JPMorgan Large Cap Growth Fund allocates a minimum of 80% of its total assets to equity investments in large, established companies. For this purpose, "assets" encompasses the fund's net assets combined with any funds borrowed for investment. Large, established companies are characterized by market capitalizations comparable to those of the companies found within the Russell 1000® Growth Index at the point of purchase.

What is the expense ratio of JLGRX?

JPMorgan Large Cap Growth Fund (JLGRX) charges an expense ratio of 0.54%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JLGRX?

JPMorgan Large Cap Growth Fund (JLGRX) manages $111.16B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is JLGRX actively managed or an index fund?

JLGRX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (JLGRX's is 0.54%) because there's no security selection cost.

When was JLGRX launched?

JPMorgan Large Cap Growth Fund (JLGRX) launched in April 2009 and is managed by JPMorgan.

How has JLGRX performed?

JLGRX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.