Back to top
Jp Morgan Trust I Large Cap Growth Fd Cl R6: (MF: JLGMX)
(NASDAQ Mutual Funds) As of Apr 1, 2020 08:00 PM ET
$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 |
Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank
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
| 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.54 | 39.40 | 0.55 | 38.36 | -1.74 | 7.93 | 11.12 | 33.03 | 12.37 | 3.18 |
| % Total Return Rel to Index | 6.72 | 7.91 | 4.95 | 16.56 | -13.67 | 6.54 | -2.51 | 0.64 | -3.61 | 1.08 |
| % Total Return Rel to Peer | 6.20 | 10.97 | 7.42 | 17.68 | -9.55 | 9.53 | 2.92 | 2.32 | -1.90 | 6.21 |
| % Perf Quintile vs Peer* | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.11 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.15 | 0.01 |
| % Yield | 0.22 | 0.22 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.59 | 0.07 |
| Capital Gains ($) | 0.00 | 5.21 | 5.28 | 5.61 | 3.14 | 1.60 | 0.62 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.44 | 0.48 | 0.60 | 0.60 | 0.62 | 0.68 | 0.67 | 0.64 | 0.63 |
* 1 = Top 20%, 5 = Bottom 20%