JPMorgan Large Cap Growth R6 (JLGMX.US) — ETF Analysis on Winston
Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase. The fund is non-diversified.
Key Facts
- Category: Large Growth
- Asset Class: Mutual Fund
- Price: $88.59
- Expense Ratio: 44.00%
- Assets Under Management: $15.7B
- Dividend Yield: 0.22%
- Number of Holdings: 10
- Currency: USD
Winston Score
JPMorgan Large Cap Growth R6 has a Winston Score of 64 out of 100.
Performance
- 1-Year Return: -8.23%
- 3-Year Return: 50.38%
- 5-Year Return: 23.32%
Top Holdings
NVIDIA Corp. (N/A%), Alphabet, Inc., Class C (N/A%), Apple, Inc. (N/A%), Micron Technology, Inc. (N/A%), Broadcom, Inc. (N/A%)
Sector Breakdown
Basic Materials (N/A%), Consumer Cyclical (N/A%), Financial Services (N/A%), Consumer Defensive (N/A%), Healthcare (N/A%)