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

(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET

$76.29 USD

+1.71 (2.29%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 24.42 3
3 months 6.77 30
6 months 9.53 38
1 Year 32.68 6
3 Year 8.43 20
5 Year 19.47 2
10 Year 17.06 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 102.26
Bear Market (10/07 - 2/09) -47.55
Bull Market (2/09 - 3/21) 1,390.52

Load Adjusted Returns as of Aug 31, 2024

1 Year 35.66
5 Year 20.10
10 Year 17.62
Since Inception 11.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 16.07 7.01 NA NA
2023 9.14 12.94 -3.70 13.39
2022 -10.27 -18.44 -1.52 3.50
2021 0.33 8.70 0.44 8.17
2020 -11.61 36.20 16.35 11.40
2019 19.34 7.54 -1.20 9.65

Annual Return

20242023202220212020201920182017201620152014
% Total Return 24.4234.61-25.4018.4956.0439.050.3137.98-2.047.6010.86
% Total Return Rel to Index 4.878.37-7.20-10.1837.647.564.7016.18-13.986.21-2.78
% Total Return Rel to Peer 9.5711.62-5.70-3.5636.1210.637.1717.30-9.869.202.65
% Perf Quintile vs Peer* 0.002.004.004.001.001.001.001.005.001.003.00
% Dividends 0.000.070.170.000.030.010.000.000.000.000.00
% Yield 0.000.110.360.000.040.030.000.000.000.000.00
Capital Gains ($) 0.000.001.359.233.135.215.285.613.141.600.62
Expense Ratio 0.690.680.690.680.690.680.740.890.890.900.93

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