JLGZX Mutual Fund

JLGZX Mutual Fund (JPMorgan Large Cap Growth Fund Class R2) is managed by J.P. Morgan Asset Management with $263.9M in net assets. JLGZX expense ratio is 1.19%, holding 85 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-11-03.

JLGZX performance shows a YTD return of 7.26%. The 1-year return is 14.69% and the 5-year return is 13.54%. JLGZX dividend yield stands at 11.94%, paid annually.

JLGZX top holdings include Nvidia Corp (9.8%), Apple Inc (8.7%), Alphabet Inc series C (8.0%), Jpmorgan Prime Money Market Fund, Class Im (4.7%), Microsoft Corp 4.100 Feb 06 37 (4.5%). Go to all JLGZX holdings, JLGZX sectors, or JLGZX dividends.

JLGZX can be compared against other funds. Use JLGZX overlap to find shared positions, or JLGZX vs another fund for a side-by-side view. JLGZX alternatives are available via the screener, along with tax-loss harvesting opportunities.