- What does OLGAX invest in?
- Under typical market conditions, the fund is committed to investing at least 80% of its capital in the shares of prominent, well-established corporations. For the purpose of this investment strategy, 'assets' encompasses the fund's net value along with any borrowed funds utilized for investment activities. Companies qualify as 'large and well-established' if their market capitalization matches that of the components of the Russell 1000® Growth Index at the time of acquisition.
- What is the expense ratio of OLGAX?
- JPMorgan Large Cap Growth A (OLGAX) charges an expense ratio of 0.94%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is OLGAX?
- JPMorgan Large Cap Growth A (OLGAX) manages $125.94B 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 OLGAX actively managed or an index fund?
- OLGAX 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 (OLGAX's is 0.94%) because there's no security selection cost.
- When was OLGAX launched?
- JPMorgan Large Cap Growth A (OLGAX) launched in February 1994 and is managed by JPMorgan.
- How has OLGAX performed?
- OLGAX'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.
