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Jpmorgan Large Cap Growth Fund R2: (MF: JLGZX)

(NASDAQ Mutual Funds) As of Sep 1, 2026 05:43 PM ET

$73.47 USD

-0.80 (-1.08%)

Zacks MF Rank

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD -1.52 93
3 months -2.30 96
6 months -0.25 93
1 Year 2.66 87
3 Year 16.17 45
5 Year 9.29 47
10 Year 17.79 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 1,702.39

Load Adjusted Returns as of Jul 31, 2026

1 Year 14.69
5 Year 11.81
10 Year 19.40
Since Inception 17.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.65 17.43 NA NA
2025 -7.88 15.31 9.07 -1.98
2024 15.95 6.86 2.23 5.12
2023 8.99 12.80 -3.81 13.25
2022 -10.38 -18.55 -1.63 3.37
2021 0.21 8.55 0.32 8.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.5213.5533.1733.93-25.7817.9055.2338.40-0.2037.32-2.43
% Total Return Rel to Index -2.93-4.668.157.69-7.57-10.7736.836.914.1915.52-14.37
% Total Return Rel to Peer -2.680.8413.7810.93-6.08-4.1535.319.976.6516.64-10.25
% Perf Quintile vs Peer* 4.003.001.002.004.004.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.009.320.790.001.359.233.135.215.285.613.14
Expense Ratio 0.001.191.191.181.191.181.191.181.241.311.30

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