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JPMorgan Large Cap Growth I SEEGX

Analyst rating as of
NAV / 1-Day Return
68.91  /  2.05 %
Total Assets
40.0 Bil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
Average
Longest Manager Tenure
17.34 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.04%
Turnover
58%

Morningstar’s Analysis

Analyst rating as of .

JPMorgan Large Cap Growth Comanager Taking Leave of Absence; Ratings Unchanged

Our analysts assign Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle.

JPMorgan Large Cap Growth Comanager Taking Leave of Absence; Ratings Unchanged

Analyst Note

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Comanager Holly Fleiss of JPMorgan Large Cap Growth is taking a leave of absence from Sept. 15, 2021, until Jan. 2, 2022. Her roughly three-month leave does not affect the strategy’s Morningstar Analyst Ratings, which range from Bronze to Neutral depending on fees.

The bulk of the fund’s team will remain intact through Fleiss’ leave. Lead manager Giri Devulapally and comanagers Larry Lee and Joe Wilson will continue in their roles, and they still have access to two dedicated analysts.

Fleiss will be missed, though. She became a comanager on the strategy in November 2020 and specializes in the portfolio’s healthcare names. She’s been with the firm for nine of her approximately 16 years in the industry.