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JPMorgan U.S. Large Cap Core Plus Fund Select Class 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-7.75% 3 years+7.60%
3 months-16.01% 5 years+7.61%
1 year-15.73% Since inception+9.08%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+7.61%+10.75%
Expense ratio2.22%1.07%
Risk 5 year sharpe ratio0.760.75
Net assets$10.0B$3.5B
Average market cap$52.6B$97.8B
Average P/E17.718.5
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureThomas Luddy / 10 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00


U.S. stock91.19%
International stock6.93%
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
CB Chubb Ltd3.68%
MSFT Microsoft3.60%
WFC Wells Fargo3.58%
AAPL Apple3.33%
AVGO Broadcom Ltd3.13%
GM GM2.88%
HON Honeywell2.79%
TWX Time Warner2.77%
OXY Occidental Petroleum2.69%
LOW Lowe's2.68%

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