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Jpmorgan Large Cap Growth Fund I Class: (MF: SEEGX)

(NASDAQ Mutual Funds) As of Apr 20, 2021 08:00 PM ET

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$62.95 USD

-0.78 (-1.22%)

Zacks MF Rank More Info

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

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NA

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Latest Performance as of Mar 31, 2021

Total Return %* Percentile Rank Objective
YTD 0.33 85
3 months 0.33 85
6 months 11.77 87
1 Year 77.14 16
3 Year 27.57 3
5 Year 25.82 2
10 Year 17.75 2

* Annual for three years and beyond.

Zacks Premium Research for SEEGX

Zacks MF Rank More Info

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

Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 44.13
% Yield 0.04
% SEC Yield NA
Net Assets (Mil $) 3/31/2021 9,924.56
%Turnover 3/31/2021 94.00

Risk

3 Year 5 Year 10 Year
Beta 1.06 1.06 1.05
Alpha 8.92 7.80 3.06
R Squared 0.82 0.78 0.79
Std. Dev. 21.60 17.92 16.08
Sharpe 1.33 1.47 2.00

Sector / Country Weightings

As of 3/31/2021 % of Portfolio
Technology 40.57
Retail Trade 17.29
Health 7.71
Non-Durable 7.65
Services 7.54
Finance 7.26
Industrial Cyclical 5.50
Other 5.22
Consumer Durables 1.26

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2020)
% of Portfolio Value (Mil$)
~APPLE INC 7.71 2,490.71
MICROSOFT CORP 4.74 1,530.76
AMAZON COM INC 4.65 1,501.46
TESLA MOTORS INC 4.65 1,500.47
PAYPAL HOLDINGS INC 3.65 1,178.13
FACEBOOK INC 3.05 984.97
SNAP INC. 2.35 760.28
CHIPOTLE MEXICAN GRILL IN 2.07 668.26
QUALCOMM INC 1.97 634.54

Stock Holding % of Net Assets

As Of 12/31/2020
Total Issues 76
Avg. P/E 31.98
Avg. P/Book 5.31
Avg. EPS Growth 12.3
Avg. Market Value (Mil $) 269,765

Allocation

% of Portfolio
Large Growth 50.81
Large Value 0.00
Small Growth 8.99
Small Value 0.00
Foreign Stock 0.00
Emerging Market 1.27
Precious Metal 1.06
Intermediate Bond 29.29
Foreign Bond 0.00
High Yield Bond 0.44