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

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
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.


1 month+2.77% 3 years+10.06%
3 months+7.71% 5 years+15.67%
1 year+18.47% Since inception+10.82%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.67%+12.91%
Expense ratio2.10%0.98%
Risk 5 year sharpe ratio1.371.37
Net assets$9.6B$5.3B
Average market cap$73.8B$132.8B
Average P/E23.622.2
Portfolio turnover131%131%

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Fund Management and Purchase Info

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


U.S. stock93.91%
International stock3.65%
Fixed income0.00%
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
AAPL Apple4.32%
MSFT Microsoft3.96%
UNH UnitedHealth3.03%
OXY Occidental Petroleum2.84%
GOOG Google2.84%
PFE Pfizer2.75%
C Citigroup2.75%
DWDP DowDuPont Inc2.65%
AVGO Broadcom Ltd2.57%
EOG EOG Resources Inc2.48%