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

(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET

$76.65 USD

+0.29 (0.38%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 6.22 34
3 months 15.31 28
6 months 6.22 34
1 Year 14.16 39
3 Year 24.43 12
5 Year 16.48 14
10 Year 16.96 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) 1,482.49

Load Adjusted Returns as of Jun 30, 2025

1 Year 14.16
5 Year 16.47
10 Year 16.97
Since Inception 17.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.88 15.31 NA NA
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
2020 -11.71 36.00 16.20 11.26

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.2233.1733.93-25.7817.9055.2338.40-0.2037.32-2.437.17
% Total Return Rel to Index 0.018.157.69-7.57-10.7736.836.914.1915.52-14.375.78
% Total Return Rel to Peer 1.0813.7810.93-6.08-4.1535.319.976.6516.64-10.258.77
% Perf Quintile vs Peer* 0.000.002.004.004.001.001.001.001.005.001.00
% 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 ($) 0.000.790.001.359.233.135.215.285.613.141.60
Expense Ratio 0.001.181.181.191.181.191.181.241.311.301.31

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