JLGRX Mutual Fund

JLGRX Mutual Fund (JPMorgan Large Cap Growth Fund Class R5) is managed by J.P. Morgan Asset Management with $1.01B in net assets. JLGRX expense ratio is 0.54%, holding 85 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2009-04-14.

JLGRX performance shows a YTD return of -1.16%. The 1-year return is 3.33% and the 5-year return is 10.00%. JLGRX dividend yield stands at 11.23%, paid annually.

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

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