Manager Skill Review · Fund (strategy-level)
SEEGX — JPMorgan Large Cap Growth Fund
ERM3 analysis of the fund's reported holdings. Residual return is the component remaining after the specified model exposures; it does not establish predictive manager skill.
Large Growth · 78 holdings · eff. N 24 · top-10 51%
- Evidence
- N-PORT · registered-fund holdings
- Holdings as of
- 2026-03-31
- Filed
- 2026-05-29
- Model
- ERM3 v3.0
Summary Risk Profile
Return attribution vs risk decompositionJPMorgan Large Cap Growth Fund is a Large Growth strategy across 78 names (effective N 24, top-10 51%). JPMorgan Large Cap Growth Fund's +17.9% trailing return was led by market beta (+18.1% market); stock selection contributed +2.8%. About 16% 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 1.08 explains 85% of NAV variance; ERM3's multifactor model captures 93% · modeled-vs-reported NAV correlation 0.96 over 199 months.Evidence — not a recommendation.
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.