OLGAX Rating, Research - JPMorgan Large Cap Growth A

JPMorgan Large Cap Growth A (olgax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 255

Threats + Weaknesses = 150

When strengths & opportunities substantially exceed threats & weaknesses an investment in the olgax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Large Cap Growth A (OLGAX) Description: OLGAX is a mutual fund, which is an investment that owns a basket of assets. The OLGAX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a medium management tenure and is in the average fund size classification. OLGAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OLGAXs expense ratio is roughly 1%. The latest OLGAXs front end load was 5% and the back end load was 0%. The JPMorgan Large Cap Growth A (OLGAX) mutual fund falls under the large-cap growth category. OLGAX focuses its investments in USA and OLGAX is not affiliated with a particular industry or fund sector. The JPMorgan Large Cap Growth A (OLGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OLGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OLGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

The fund seeks long-term growth of capital; current income is secondary. The fund invests in both domestic and foreign equity securities (see equity research) and debt securities. It invests up to 20% of assets in foreign equity securities (see equity research) and this 20% limit does not apply to investments in the form of American Depositary Receipts (ADRs). The funds investments in equity securities (see equity research) may include common stocks (see stock research), preferred stocks (see stock research), convertible preferred stocks (see stock research) and ADRs. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds).

Management Analysis Update

Performance Analysis Update