JPMorgan U.S. Large Cap Core Plus Fund Class I Shares (JLPSX)

31.04
Net Asset Value
+0.06%
1 Day
+3.60%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
2.10%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide a high total return from a portfolio of selected equity securities. Under normal circumstances- at least 80% of the value of the fund's assets- which are expected to include both long and short positions- will consist of different U.S. securities- selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices.

Performance

1 month+1.27% 3 years+9.41%
3 months+4.69% 5 years+13.61%
1 year+15.21% Since inception+10.64%
Data through --

Peer Comparisonvs. Large blend

 JLPSXCategory
Performance 5-yr return+13.61%+11.72%
Expense ratio2.10%0.95%
Risk 5 year sharpe ratio1.071.07
Net assets$9.1B$5.7B
Average market cap$76.3B$152.3B
Average P/E20.820.6
Portfolio turnover131%131%

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureSusan Bao / 12 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock97.42%
International stock1.51%
Cash1.07%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 14.22%
Financial service 13.77%
Energy 13.46%
Healthcare 10.66%
Hardware 9.42%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft4.06%
OXY Occidental Petroleum3.45%
AMZN Amazon3.31%
AAPL Apple2.84%
GOOG Google2.76%
BAC Bank of America2.61%
UNH UnitedHealth2.58%
AVGO Broadcom Inc2.30%
DWDP DowDuPont Inc2.14%
PXD Pioneer Natural Resources Co2.13%