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JPMorgan Large Cap Growth Fund Class A (OLGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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52.87-1.48 (-2.72%)
At close: 08:01PM EST
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JPMorgan Large Cap Growth Fund Class A

Jpmorgan Trust II

245 Park Avenue

New York, NY 10167

800-480-4111
Management Information
Giri Devulapally,Lead Manager since August 1, 2004
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyJPMorgan
Net Assets37.42B
YTD Return-3.66%
Yield0.00%
Morningstar Rating★★★★
Inception DateFeb 21, 1994

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover47.00%
Average for CategoryN/A

Fees & Expenses

ExpenseOLGAXCategory Average
Annual Report Expense Ratio (net)0.94%0.99%
Prospectus Net Expense Ratio0.94%N/A
Prospectus Gross Expense Ratio1.04%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.25%5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection829N/A
5 Yr Expense Projection1,060N/A
10 Yr Expense Projection1,721N/A
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