JLGZX Mutual Fund

JLGZX Mutual Fund (JPMorgan Large Cap Growth Fund Class R2) is managed by J.P. Morgan Asset Management with $275.4M in net assets. JLGZX expense ratio is 1.19%, holding 84 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2008-11-03.

JLGZX performance shows a YTD return of 1.96%. The 1-year return is 5.82% and the 5-year return is 11.02%. JLGZX dividend yield stands at 12.56%, paid annually.

JLGZX top holdings include Nvidia Corp (13.1%), Alphabet Inc. C (10.4%), Apple, Inc (6.5%), Microsoft Corp (4.4%), Broadcom Inc (4.2%). 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.