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.
Will JLGMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JLGMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JLGMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JLGMX’s parent organization’s priorities and whether they’re in line with investors’ interests.