JPMorgan Large Cap Growth owned SVB Financial Group SIVB prior to its collapse. The team liked the firm’s Silicon Valley footprint and used it to get exposure to innovation and technology through financials. The strategy’s modest 0.8% weight in that stock as of January 2023, its only investment in the regional bank industry, mitigated the damage. The strategy maintains its Morningstar Analyst Ratings of Bronze to Neutral, depending on fees.
- NAV / 1-Day Return 54.73 / 0.02 %
- Total Assets 55.6 Bil
-
Adj. Expense Ratio
0.540%
- Expense Ratio 0.540%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.42%
- Turnover 50%
Morningstar’s Analysis JLGRX
Will JLGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 72
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
JPMorgan Prime Money Market Inst
3.32
1,623,258,958
Cash and Equivalents