JLGQX – JPMorgan Large Cap Growth R4 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SEEGX	JPMorgan Large Cap Growth Fund Class I	Institutional	Open			Feb 28, 1992	$32.50B	0.690%	Average	$1M	$1.40B
OLGAX	JPMorgan Large Cap Growth Fund Class A	Front Load	Open			Feb 22, 1994	$7.72B	0.940%	Below Average	$1,000	−$123.17M
OLGCX	JPMorgan Large Cap Growth Fund Class C	Level Load	Open			Nov 4, 1997	$1.07B	1.440%	Below Average	$1,000	−$11.64M
JLGRX	JPMorgan Large Cap Growth Fund Class R5	Retirement, Large	Open			Apr 14, 2009	$981.24M	0.540%	Below Average	$0	−$42.83M
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Retirement, Large	Open			Nov 30, 2010	$68.68B	0.440%	Low	$15M	−$6.21B
JLGQX	JPMorgan Large Cap Growth Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$615.85M	0.690%	Above Average	$0	−$90.85M
JLGZX	JPMorgan Large Cap Growth Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$275.63M	1.190%	Average	$0	−$17.76M
JLGPX	JPMorgan Large Cap Growth Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$843.37M	0.940%	Below Average	$0	−$12.38M

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