JPMorgan Large Cap Growth B
245 Park Avenue New York, NY 10167
Map
Phone: 800-480-4111
| Category: | Large Growth | | Fund Family: | JPMorgan | | Net Assets: | 26.28M | | Year-to-Date Return: | 19.64% | | Yield: | 0.05% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jan-94 |
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Giri Devulapally
Lead Manager since
02-Aug-04 | | | Devulapally is vice president of JPMIM and has been a portfolio manager in the JPMorgan U.S. Equity Group since 2003 when he joined JPMIM. Prior to JPMIM, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Devulapally holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation and growth of income. The fund normally invests at least 80% of assets in equity securities of large companies with market capitalizations equal to those within the universe of the Russell 1000 Growth index at the time of purchase. It may use futures contracts, options, swaps and other derivatives as tools in the management of portfolio assets. |
| Last Dividend
(31-Mar-09):
| 0.01 | | Last Cap Gain
(19-Dec-00):
| 0.00 | | Annual Holdings Turnover
| 124.00% | | Average for Category:
| 110.55% |
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| Expense | OGLGX | Category
Avg | | Total Expense Ratio: | 1.78%
| 1.33% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 892 | $672 | | 5 Yr Expense Projection*: |
$ 1,228 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,117 | $2,074 |
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0.15% Nasdaq 
0.34%
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