Blue Chip Growth TrustJAEDX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.1B
Expense ratio
0.75%
1-year return
+7.3%
3 years, a year
+20.9%
5 years, a year
+8.2%
12-month yield
15.04%
Holdings
62
What it aims to do.
To provide long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corporation | 15.17% |
| MSFT Microsoft Corporation | 10.26% |
| AAPL Apple Inc. | 9.51% |
| AMZN Amazon.com Inc. | 6.63% |
| GOOG Alphabet Inc. | 5.84% |
| AVGO Broadcom Inc. | 4.83% |
| META Meta Platforms Inc. | 4.83% |
| CVNA Carvana Co. | 3.52% |
| LLY Eli Lilly and Company | 2.93% |
| TSLA Tesla Inc. | 2.76% |
More on JAEDX.
- JAEDX overview
- JAEDX holdings
- JAEDX risk
- JAEDX costs
- JAEDX money in and out
- JAEDX share classes
- Compare JAEDX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.