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

30.23
Net Asset Value
-0.13%
1 Day
+2.82%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
2.23%
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-1.63% 3 years+20.49%
3 months+1.27% 5 years+17.88%
1 year+8.73% Since inception+11.15%
Data through --

Peer Comparisonvs. Large blend

 JLPSXCategory
Performance 5-yr return+17.88%+12.97%
Expense ratio2.23%1.10%
Risk 5 year sharpe ratio1.181.16
Net assets$12.1B$3.9B
Average market cap$55.2B$104.9B
Average P/E20.118.4
Portfolio turnover90%90%

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureThomas Luddy / 9 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock93.23%
International stock5.25%
Cash1.52%
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
AAPL Apple4.10%
OXY Occidental Petroleum3.19%
WFC Wells Fargo3.18%
GM GM3.15%
MSFT Microsoft3.05%
HON Honeywell2.82%
ACE ACE Ltd2.71%
AVGO Avago Technologies Ltd2.49%
UNH UnitedHealth2.29%
JNJ Johnson & Johnson2.17%

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