JPMorgan Large Cap Growth Fund - JPMorgan
Shareclass
JPMorgan Large Cap Growth Fund Class C (OLGCX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund JPMorgan Large Cap Growth Fund - JPMorgan
FUND COVERAGE
# of holdings73
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc2.81%$3.39B
- 2. Philip Morris International Inc1.04%$1.25B
- 3. Uber Technologies Inc0.26%$316.8M
- 4. Johnson & Johnson1%$1.21B
- 5. Goldman Sachs Group Inc/The1.96%$2.37B
- 6. Microsoft Corp9.63%$11.62B
- 7. McDonald's Corp0.5%$608.6M
- 8. AbbVie Inc0.81%$982.29M
- 9. Trane Technologies PLC0.28%$337.29M
- 10. Coca-Cola Co/The0.61%$730.63M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc1.29%$1.55B
- 2. Carvana Co0.82%$984.81M
- 3. ROBLOX Corp0.53%$641.6M
- 4. Rocket Lab Corp0.19%$227.32M
- 5. Palantir Technologies Inc1.59%$1.92B
- 6. AppLovin Corp0.97%$1.18B
- 7. Berkshire Hathaway Inc0.37%$452.32M
- 8. Crowdstrike Holdings Inc0.57%$682.14M
- 9. Snowflake Inc0.25%$299.72M
- 10. Celestica Inc0.41%$499.22M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund JPMorgan Large Cap Growth Fund - JPMorgan
Totals
Holdings
Assets
Weight
Prisons
7.0
$26.49B
22%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$24.84B
21%
Borders high risk
2.0
$2.7B
2.24%
Total
9.0
$29.19B
24%
Holdings — 9 flagged holdings
1.
Microsoft Corp
:$11.62B
9.63%
2.
Alphabet Inc
:$6.96B
5.77%
3.
Amazon.com Inc
:$3.55B
2.94%
4.
Palantir Technologies Inc
:$1.92B
1.59%
5.
Walmart Inc
$1.88B
1.56%
6.
3M Co
$1.41B
1.17%
7.
RTX Corp
:$789.44M
0.65%
8.
McDonald's Corp
$608.6M
0.5%
9.
Berkshire Hathaway Inc
$452.32M
0.37%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
JPMorgan Large Cap Growth Fund - JPMorgan OLGCX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer