JLGPX Mutual Fund

JLGPX Mutual Fund (JPMorgan Large Cap Growth Fund Class R3) is managed by J.P. Morgan Asset Management with $822.3M in net assets. JLGPX expense ratio is 0.94%, holding 85 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-09-09.

JLGPX performance shows a YTD return of 7.39%. The 1-year return is 14.98% and the 5-year return is 14.92%. JLGPX dividend yield stands at 10.92%, paid annually.

JLGPX 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 JLGPX holdings, JLGPX sectors, or JLGPX dividends.

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