- What does SEEGX invest in?
- A minimum of 80% of the fund's investment capital is typically directed towards the equity of substantial, mature companies. For clarity, this investment capital includes both the fund's net worth and any borrowed funds used for investment purposes. We define these large, established companies as those whose market capitalization falls within the range of companies comprising the Russell 1000® Growth Index at the moment of purchase.
- What is the expense ratio of SEEGX?
- JPMorgan Large Cap Growth Fund I Class (SEEGX) charges an expense ratio of 0.69%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SEEGX?
- JPMorgan Large Cap Growth Fund I Class (SEEGX) manages $125.95B 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 SEEGX actively managed or an index fund?
- SEEGX 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 (SEEGX's is 0.69%) because there's no security selection cost.
- When was SEEGX launched?
- JPMorgan Large Cap Growth Fund I Class (SEEGX) launched in February 1992 and is managed by JPMorgan.
- How has SEEGX performed?
- SEEGX'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.
