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JPMorgan Growth Advantage R2 (JGRJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.79+0.08 (+0.24%)
At close: 08:00PM EDT

JPMorgan Growth Advantage R2

New York NY 10036

1111 Polaris Parkway

C/O J.p. Morgan Fund Distributors, Inc.

Management information
Larry H. Lee,Lead manager since 11 July 2022
Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyJPMorgan
Net assets18.05B
YTD return7.90%
Yield0.00%
Morningstar rating★★★★
Inception date30 Apr 2006

Fund operations

Last dividend0.01
Last cap gain43.00
Holdings turnover38.00%
Average for categoryN/A

Fees and expenses

ExpenseJGRJXCategory average
Annual report expense ratio (net)0.79%0.99%
Prospectus net expense ratio0.79%N/A
Prospectus gross expense ratio0.89%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A