JPMorgan Large Cap Growth A

Frequently Asked Questions About OLGAX

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 $111.15B 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.