JLGRX
JPMorgan Large Cap Growth Fund Class R5
Mutual fund
$91.06+0.86 (+0.95%)Close Oct 2, 2026
Adjusted price
+4.42% total return, past year
Key statistics
- Net assets
- $112B
- Expense ratio
- 0.54%
- Share classes
- 8
- 52-week range
- $75.34$91.95
- From all-time high
- −0.97%
- Max drawdown
- −31.84%
- Volatility
- 20.21%
- Sharpe ratio
- 0.92
- Beta (5Y monthly)
- 1.07
Returns
Total
- 1M
- +5.0%
- YTD
- +6.9%
- 1Y
- +4.4%
Per year
- 3Y
- +22.6%
- 5Y
- +12.0%
- 10Y
- +19.3%
- Since 2009
- +18.0%
Fund facts
As of Jun 30, 2026- Holdings
- 82
- Top 10 holdings
- 47.7%
- Stocks
- 99.0%
- Cash
- 1.2%
Sectors
- Information Technology
- 52.6%
- Communication Services
- 12.1%
- Industrials
- 9.2%
- Health Care
- 6.8%
- Financials
- 5.0%
- Other
- 13.3%
Annual returns
2009 from Apr 14 · 2026 through Oct 2