JPMorgan Large Cap Growth AOLGAX

Morningstar Rating

Fund Research and Analysis

by Greg Brown

JPMorgan Large Growth recently passed a milestone, but it still doesn't pass muster.

August 2009 marked manager Giri Devulapally's fifth year at this fund. During this stretch, Devulapally has produced a mixed record in different market climates. For example, missteps in the health-care and technology sectors held the fund back in the frothy environment of 2005 and 2006. Read more

Kudos

Valuation-sensitive approach offers a margin of safety against falling stock prices. Read more

Risks

Poor long-term record.

This fund has been the victim of frequent management changes. Read more

Strategy

Lead manager Giri Devulapally considers both momentum factors, such as price momentum and earnings revisions, and fundamental factors, such as competitive positioning and good management. He is also sensitive to valuations and wants to find stocks with price multiples below those of the average large-growth fund. Read more

Management

Giri Devulapally took charge in mid-2005 after lead manager Marc Baylin left to run Oppenheimer Capital Appreciation OPTFX. Devulapally was a telecommunications and utilities analyst at T. Rowe Price before joining J.P. Morgan Investment Management in 2003. Read more

Inside Scoop

This fund has had several managers over the past few years. The current manager, Giri Devulapally, looks at momentum factors, such as earnings revisions, and fundamental factors, such as good management. Read more

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