Manager Skill Review · Fund (strategy-level)
SEEGX — JPMorgan Large Cap Growth Fund
Strategy-level ERM3 read from the fund's reported holdings — the mandate-accurate view. The stock-selection residual persists out of sample.
Large Growth · 61 holdings · eff. N 18 · top-10 60% · as of 2026-05-31
Summary Risk Profile
Return attribution vs risk decompositionJPMorgan Large Cap Growth Fund is a Large Growth strategy across 61 names (effective N 18, top-10 60%). JPMorgan Large Cap Growth Fund's +21.5% trailing return was led by market beta (+31.0% market); stock selection contributed +0.9%. About 4% of the trailing gross return came from stock selection versus buyable and style exposure — a exposure-driven signature (return-based, swings with the window).Beta to SPY 1.07 explains 88% of NAV variance; ERM3's multifactor model captures 95% · modeled-vs-reported NAV correlation 0.88 over 244 months.Evidence — not a recommendation.
Key
Cumulative return
trailing 12m · gross vs buyableStrategy-level read from the fund's reported holdings via the RiskModels ERM3 model. Figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.