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USD
JPMorgan Large Cap Growth I (SEEGX)
86.84
-2.54
(-2.84%)
At close: 8:08:32 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.21% |
|---|---|
| 5y Average Return | 9.93% |
| Number of Years Up | 27 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 29, 2026) | 56.04% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 56.04% |
| Worst 3Y Total Return | 5.33% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SEEGX
Category
- YTD
- 5.62%
- 0.00%
- 1-Month
- 3.24%
- 0.00%
- 3-Month
- -1.78%
- 0.00%
- 1-Year
- 3.66%
- 0.00%
- 3-Year
- 22.30%
- 0.00%
- 5-Year
- 11.87%
- 0.00%
- 10-Year
- 19.04%
- 0.00%
- Last Bull Market
- 17.58%
- 0.00%
- Last Bear Market
- -18.45%
- 0.00%
Annual Total Return (%) History
Year
SEEGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-8.55% | 17.59% | -1.78% | -- |
|
2025
|
-7.78% | 15.45% | 9.21% | -1.86% |
|
2024
|
16.08% | 7.02% | 2.36% | 5.26% |
|
2023
|
9.14% | 12.95% | -3.70% | 13.40% |
|
2022
|
-10.27% | -18.45% | -1.52% | 3.51% |
|
2021
|
0.33% | 8.70% | 0.44% | 8.17% |
|
2020
|
-11.62% | 36.20% | 16.36% | 11.41% |
|
2019
|
19.35% | 7.55% | -1.20% | 9.64% |
|
2018
|
5.19% | 7.42% | 9.22% | -18.71% |
|
2017
|
11.58% | 8.52% | 5.51% | 8.00% |
Rank in Category (By Total Return)
| YTD | 76 |
| 1-Month | 12 |
|---|---|
| 3-Month | 84 |
| 1-Year | 85 |
| 3-Year | 63 |
| 5-Year | 40 |
Load Adjusted Returns
| 1-Year | 3.66% |
| 3-Year | 22.30% |
|---|---|
| 5-Year | 11.87% |
| 10-Year | 19.04% |
Performance & Risk
| YTD Return | 3.21% |
| 5y Average Return | 9.93% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | JPMorgan |
| Net Assets | 112.66B |
| YTD Return | 5.62% |
| Yield | 0.04% |
| 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.
