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JPMorgan Dynamic Growth Fund;R5

Ranked 11 out of 160 in Large-Cap Growth over 12 months

All calculations are in USD unless stated

Funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) greater than 300% of the dollar-weighted median market capitalization of the middle 1,000 securities of the S&P SuperComposite 1500 Index. Large-cap growth funds typically have an above-average price-to-earnings ratio, price-to-book ratio, and three-year sales-per-share growth value, compared to the S&P 500 Index.

sector performance

Large-Cap Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.0% 8.5% 6.8%
2016 0.6% -6.9% 0.2% 11.2% -3.0%
2015 9.3% 3.5% 1.9% -5.2% 9.3%
2014 1.6% -1.9% 1.1% 1.7% 0.6%
2013 45.8% 10.3% 3.4% 14.3% 12.0%
2012 18.8% 21.7% -7.1% 6.7% -1.6%
2011 -4.5% 5.3% -0.7% -16.1% 8.8%
2010 19.4% 4.1% -11.8% 15.8% 12.2%
2009 43.6% -0.8% 14.7% 14.8% 9.9%
2008 -42.0% -11.2% 5.1% -17.5% -24.7%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/11/2007
  • Share Class size198Mn
  • Base currencyUSD
  • ISINUS4812A47572

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.55%