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JPMorgan Large Cap Growth R5 (JLGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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78.21+0.28 (+0.36%)
At close: 08:00PM EDT

JPMorgan Large Cap Growth R5

New York, NY 10167

245 Park Avenue

Jpmorgan Trust II

(800) 480-4111
Management information
Giri K Devulapally,Lead manager since 1 August 2004
Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder.
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 assets87.68B
YTD return16.62%
Morningstar rating★★★★★
Inception date8 Sept 2016

Fund operations

Last dividend0.14
Last cap gain28.00
Holdings turnover42.00%
Average for categoryN/A

Fees and expenses

ExpenseJLGRXCategory average
Annual report expense ratio (net)0.44%0.99%
Prospectus net expense ratio0.44%N/A
Prospectus gross expense ratio0.52%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