JPMorgan Large Cap Growth Fund Class C (OLGCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
54.83
+0.34 (0.62%)
Jul 31, 2025, 9:30 AM EDT
0.62%
Fund Assets113.96B
Expense Ratio1.44%
Min. Investment$1,000
Turnover32.00%
Dividend (ttm)0.80
Dividend Yield1.47%
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend DateDec 12, 2024
Previous Close54.49
YTD Return8.77%
1-Year Return25.83%
5-Year Return102.26%
52-Week Low41.56
52-Week High54.83
Beta (5Y)n/a
Holdings79
Inception DateNov 4, 1997

About OLGCX

The JPMorgan Large Cap Growth Fund Class C is an actively managed mutual fund designed to provide long-term capital appreciation by investing primarily in U.S. large-capitalization companies with strong growth prospects. Managed by J.P. Morgan Asset Management, the fund typically allocates at least 80% of its assets to equity securities of firms with market capitalizations exceeding $10 billion. It utilizes a fundamental, bottom-up approach to select holdings, focusing on companies that exhibit positive price momentum and robust fundamentals. The portfolio is heavily weighted toward influential sectors such as technology, consumer discretionary, healthcare, and communication services. Notable holdings frequently include some of the largest and most dynamic firms in the market, such as Microsoft, NVIDIA, Amazon.com, Meta Platforms, Eli Lilly, Alphabet, and Apple. This sector tilt reflects the fund’s objective to capture growth from innovative industry leaders driving significant market trends. Positioned within the large growth Morningstar category, the JPMorgan Large Cap Growth Fund Class C is recognized for its disciplined risk management and competitive long-term performance, aiming to outperform its peers and relevant benchmarks across various market cycles. This fund is particularly relevant for investors seeking exposure to leading U.S. growth companies.

Fund Family JPMorgan
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol OLGCX
Share Class Class C
Index Russell 1000 Growth TR

Performance

OLGCX had a total return of 25.83% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.45%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FLGEXFidelityFidelity Large Cap Growth Enhanced Index Fund0.39%
FBCGXFidelityFidelity Blue Chip Growth K6 Fund0.46%
FHOFXFidelityFidelity Series Large Cap Growth Index Fundn/a
LGILXSchwabSchwab Select Large Cap Growth Fund0.75%
FBGRXFidelityFidelity Blue Chip Growth Fund0.69%

Other Share Classes

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

SymbolShare ClassExpense Ratio
JLGMXClass R60.44%
JLGRXClass R50.54%
JLGQXClass R40.69%
SEEGXClass I0.69%

Top 10 Holdings

50.31% of assets
NameSymbolWeight
NVIDIA CorporationNVDA8.25%
Microsoft CorporationMSFT8.12%
Amazon.com, Inc.AMZN5.92%
Meta Platforms, Inc.META5.81%
Apple Inc.AAPL4.65%
Alphabet Inc.GOOG4.47%
Netflix, Inc.NFLX3.51%
Tesla, Inc.TSLA3.38%
Mastercard IncorporatedMA3.28%
Visa Inc.V2.91%

Dividend History

Ex-DividendAmountPay Date
Dec 12, 2024$0.79868Dec 13, 2024
Dec 13, 2022$1.35038Dec 14, 2022
Dec 13, 2021$9.2374Dec 14, 2021
Dec 11, 2020$3.13544Dec 14, 2020
Dec 12, 2019$5.20529Dec 13, 2019
Dec 12, 2018$5.28303Dec 13, 2018
Full Dividend History