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

(NASDAQ Mutual Funds) As of Feb 6, 2023 08:00 PM ET

$48.10 USD

-0.38 (-0.78%)

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        

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Latest Performance as of Dec 31, 2022

Total Return %* Percentile Rank Objective
YTD -25.40 67
3 months 3.50 77
6 months 1.93 59
1 Year -25.41 67
3 Year 11.31 2
5 Year 13.98 1
10 Year 15.20 1

* Annual for three years and beyond.

Zacks Premium Research for SEEGX

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

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

Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 13.88
% Yield 0.36
% SEC Yield NA
Net Assets (Mil $) 12/31/2022 11,106.32
%Turnover 12/31/2022 50.00

Risk

3 Year 5 Year 10 Year
Beta 1.05 1.06 1.05
Alpha 3.57 4.19 2.17
R Squared 0.87 0.85 0.81
Std. Dev. 23.81 21.51 17.22
Sharpe 0.56 0.70 2.00

Sector / Country Weightings

As of 12/31/2022 % of Portfolio
Technology 35.80
Retail Trade 19.35
Other 12.40
Health 7.95
Finance 7.48
Non-Durable 6.51
Industrial Cyclical 6.13
Energy 2.24
Services 1.17
Consumer Durables 0.97

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2022)
% of Portfolio Value (Mil$)
TOTAL*SHORT TERM INVESTME 9.56 3,104.74
APPLE INC 9.50 3,083.62
MICROSOFT CORP 7.88 2,558.38
ALPHABET INC CLASS C 5.31 1,723.30
TESLA INC 4.19 1,360.10
ABBVIE INC 3.16 1,024.45
AUTOZONE INC 2.99 970.10
COCA-COLA CO 2.84 921.36
MCKESSON CORP 2.72 884.11

Stock Holding % of Net Assets

As Of 9/30/2022
Total Issues 72
Avg. P/E 33.60
Avg. P/Book 5.07
Avg. EPS Growth 14.21
Avg. Market Value (Mil $) 306,210

Allocation

% of Portfolio
Large Growth 81.80
Large Value 16.68
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00