About JLGMX
The JPMorgan Large Cap Growth Fund R6 is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of large, well-established U.S. companies. Managed by J.P. Morgan Asset Management, the fund allocates at least 80% of its assets to large-cap firms whose market capitalizations align with those found in the Russell 1000 Growth Index. The portfolio is characterized by significant exposure to industry-leading technology, communication services, and consumer cyclical sectors, with notable holdings including Microsoft, NVIDIA, Amazon, Meta Platforms, Apple, and Alphabet. Emphasizing a growth-oriented strategy, the fund integrates fundamental research and momentum factors into its investment process. With over $100 billion in assets under management, a competitive expense ratio, and a diversified portfolio of around 80 holdings, the JPMorgan Large Cap Growth Fund R6 serves institutional and retirement plan investors seeking participation in the growth of leading U.S. corporations while maintaining an actively managed approach to large-cap equity investing.
Fund Family JPMorgan
Category Unclassified
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol JLGMX
Share Class Class R6
Index Russell 1000 Growth TR
JLGMX had a total return of -3.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.12%.
