About JLGRX
The JPMorgan Large Cap Growth Fund R5 is an actively managed mutual fund focused on investing primarily in the equities of large, well-established U.S. companies demonstrating above-average growth characteristics. Managed by J.P. Morgan Asset Management, the fund targets firms with strong competitive advantages, durable growth prospects, and the potential for margin expansion. Utilizing a blend of rigorous fundamental research and momentum investing, the fund’s management team seeks to identify market leaders early and adjust positions dynamically, balancing long-term holdings with tactical trades informed by evolving market conditions.
The fund’s portfolio is heavily weighted toward sectors such as technology, with significant positions in companies like Nvidia, Microsoft, Amazon, Meta Platforms, Apple, and Alphabet. It maintains a high allocation to stocks, typically exceeding 90%, and features a relatively moderate turnover rate, usually under 50%. Designed for retirement accounts and long-term growth objectives, the JPMorgan Large Cap Growth Fund R5 plays a key role in providing investors with access to the growth potential of leading U.S. large-cap companies within a diversified, professionally managed structure.
Fund Family JPMorgan
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol JLGRX
Share Class Class R5
Index Russell 1000 Growth TR
JLGRX had a total return of 5.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.08%.
