JPMorgan Large Cap Growth Fund Class A (OLGAX)

Fund Assets	109.63B
Expense Ratio	0.94%
Min. Investment	$1,000
Turnover	52.00%
Dividend (ttm)	9.33
Dividend Yield	10.78%
Dividend Growth	1,067.58%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	81.02
YTD Return	2.66%
1-Year Return	5.62%
5-Year Return	66.97%
52-Week Low	69.71
52-Week High	93.59
Beta (5Y)	1.04
Holdings	82
Inception Date	Feb 22, 1994

About OLGAX

JPMorgan Large Cap Growth Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in the equity securities of large, well-established U.S. companies. The fund targets companies that demonstrate strong growth prospects, placing particular emphasis on firms with high earnings, sales, and cash flow growth. With a typical allocation of at least 80% of its assets to large-cap equities, the fund is categorized within the large growth segment, which includes leaders from dynamic industries such as technology, healthcare, and consumer services. Notable for its strategy that can capitalize on market momentum, the fund aims to outperform its benchmark, the Russell 1000 Growth Index, over market cycles. Managed by J.P. Morgan Asset Management, the fund draws on a disciplined research process to construct a diversified portfolio. It plays a significant role in the market as a core holding for investors seeking exposure to established growth-oriented companies, offering access to potential upside during market rallies while maintaining a measure of resilience during downturns.

• Fund Family: JPMorgan
• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: OLGAX
• Share Class: Class A
• Index: Russell 1000 Growth TR

Performance

OLGAX had a total return of 5.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.19%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth Fund - Class K	0.54%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
JLGMX	Class R6	0.44%
JLGRX	Class R5	0.54%
JLGQX	Class R4	0.69%
SEEGX	Class I	0.69%

Top 10 Holdings

47.66% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	10.37%
Alphabet Inc.	GOOG	9.81%
Apple Inc.	AAPL	5.48%
Micron Technology, Inc.	MU	4.13%
Broadcom Inc.	AVGO	3.72%
Advanced Micro Devices, Inc.	AMD	3.67%
Tesla, Inc.	TSLA	2.88%
Lam Research Corporation	LRCX	2.61%
Applied Materials, Inc.	AMAT	2.61%
GE Vernova Inc.	GEV	2.38%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$9.32525	Dec 12, 2025
Dec 12, 2024	$0.79868	Dec 13, 2024
Dec 20, 2022	$0.04526	Dec 21, 2022
Dec 13, 2022	$1.35038	Dec 14, 2022
Dec 13, 2021	$9.2374	Dec 14, 2021
Dec 11, 2020	$3.13544	Dec 14, 2020

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 20, 2026

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