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Jp Morgan Trust I Large Cap Growth Fd Cl R6: (MF: JLGMX)

(NASDAQ Mutual Funds) As of Apr 1, 2020 08:00 PM ET

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$35.44 USD

-1.21 (-2.80%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Feb 29, 2020

Total Return %* Percentile Rank Objective
YTD -1.54 5
3 months 1.30 3
6 months 3.84 17
1 Year 17.75 2
3 Year 20.53 1
5 Year 13.84 1
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) NA

Load Adjusted Returns as of Feb 29, 2020

1 Year 39.40
5 Year 15.52
10 Year NA
Since Inception 15.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 19.43 7.59 -1.11 9.71
2018 5.22 7.50 9.28 -18.66
2017 11.68 8.55 5.58 8.09
2016 -6.29 -0.68 6.46 -0.83
2015 4.49 2.27 -6.07 7.53

Annual Return

2020201920182017201620152014201320122011
% Total Return -1.5439.400.5538.36-1.747.9311.1233.0312.373.18
% Total Return Rel to Index 6.727.914.9516.56-13.676.54-2.510.64-3.611.08
% Total Return Rel to Peer 6.2010.977.4217.68-9.559.532.922.32-1.906.21
% Perf Quintile vs Peer* 1.001.001.001.005.001.002.003.004.001.00
% Dividends 0.000.110.020.000.000.000.000.020.150.01
% Yield 0.220.220.060.000.000.000.000.080.590.07
Capital Gains ($) 0.005.215.285.613.141.600.620.000.000.00
Expense Ratio 0.000.440.480.600.600.620.680.670.640.63

* 1 = Top 20%, 5 = Bottom 20%