Nasdaq - Delayed Quote
USD
JPMorgan Large Cap Growth R6 (JLGMX)
86.86
-2.54
(-2.84%)
As of 8:06:42 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.42% |
|---|---|
| 5y Average Return | 10.20% |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 29, 2026) | 56.42% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 56.42% |
| Worst 3Y Total Return | 5.63% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JLGMX
Category
- YTD
- 5.82%
- 0.00%
- 1-Month
- 3.25%
- 0.00%
- 3-Month
- -1.73%
- 0.00%
- 1-Year
- 3.91%
- 0.00%
- 3-Year
- 22.61%
- 0.00%
- 5-Year
- 12.15%
- 0.00%
- 10-Year
- 19.34%
- 0.00%
- Last Bull Market
- 17.82%
- 0.00%
- Last Bear Market
- -18.40%
- 0.00%
Annual Total Return (%) History
Year
JLGMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-8.48% | 17.66% | -1.73% | -- |
|
2025
|
-7.73% | 15.53% | 9.29% | -1.80% |
|
2024
|
16.14% | 7.08% | 2.43% | 5.32% |
|
2023
|
9.19% | 13.04% | -3.64% | 13.48% |
|
2022
|
-10.21% | -18.40% | -1.47% | 3.59% |
|
2021
|
0.40% | 8.76% | 0.51% | 8.23% |
|
2020
|
-11.56% | 36.29% | 16.40% | 11.49% |
|
2019
|
19.43% | 7.59% | -1.12% | 9.70% |
|
2018
|
5.23% | 7.51% | 9.28% | -18.65% |
|
2017
|
11.68% | 8.55% | 5.58% | 8.10% |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 12 |
|---|---|
| 3-Month | 84 |
| 1-Year | 84 |
| 3-Year | 59 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 3.91% |
| 3-Year | 22.61% |
|---|---|
| 5-Year | 12.15% |
| 10-Year | 19.34% |
Performance & Risk
| YTD Return | 3.42% |
| 5y Average Return | 10.20% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | JPMorgan |
| Net Assets | 112.66B |
| YTD Return | 5.82% |
| Yield | 0.22% |
| Morningstar Rating | |
| Inception Date | Feb 22, 1994 |
Fund Summary
Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase. The fund is non-diversified.
