JPMorgan Large Cap Growth A
Checking in with the JPMorgan Large Cap Growth Fund in November
The JPMorgan Large Cap Growth Fund Class A invests in “large-cap companies with market caps similar to those within…the Russell 1000 Growth Index.”
Was the FOMC Being Hawkish or Giving Itself Room to Maneuver?
Most of the voting members of the present FOMC are doves who tend to err on the side of caution when making policy decisions.
What Were the Overall Trends in Large-Cap Mutual Funds Last Year?
Most of the large-cap mutual funds have the information technology sector as their top choice.
Why Has the JPMorgan Large-Cap Growth Fund Done so Poorly in 2016?
The JPMorgan Large-Cap Growth Fund Class A (OLGAX) has dived by 3.9% YTD in 2016. This decline makes it the worst performer among our 12 funds.
Understanding the Portfolio Changes in the JPMorgan Large-Cap Growth Fund so Far in 2016
JPMorgan Large-Cap Growth Fund assets were invested across 71 holdings as of June 2016. It was managing assets worth $13.7 billion as of the end of June.
Consumer Discretionary Drove Down OLGAX’s Returns in 1Q16
OLGAX fell 6.4% in 1Q16. OLGAX fell 3.7% in the one-year period ended March 2016 and ranked ninth among its peer group.
What Moves Did OLGAX Make Leading Up to 1Q16?
OLGAX’s assets were invested across 70 holdings (stocks, bonds, and cash) as of March 2016. It was managing assets worth $14.7 billion as of March’s end.
The JPMorgan Large Cap Growth Fund: A Look at Its Last Year
The JPMorgan Large Cap Growth Fund – Class A (OLGAX) had $14.2 billion worth of assets under management at the end of January 2016.
Select Stocks and Industrials Held Back OLGAX in 2015
JPMorgan Large Cap Growth Fund has been an above-average performer in 2015, ranking fourth among the 11 funds in this review.
Some Stock Picks Held OLGAX Back in YTD 2015
The JPMorgan Large Cap Growth Fund (OLGAX) emerged as the second best performer for November. However, it slipped a bit to the fourth spot in the YTD period.
Which Stock Picks Foiled the JPMorgan Large Cap Growth Fund as of October?
The JPMorgan Large Cap Growth Fund Class A rose by 7.1% in October 2015 over the previous month. The IT sector was a big positive contributor.