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

28.24
Net Asset Value
+0.14%
1 Day
-3.95%
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-7.23% 3 years+15.74%
3 months-8.37% 5 years+14.51%
1 year-0.06% Since inception+10.86%
Data through --

Peer Comparisonvs. Large blend

 JLPSXCategory
Performance 5-yr return+14.51%+15.84%
Expense ratio2.23%1.09%
Risk 5 year sharpe ratio1.201.13
Net assets$12.0B$3.6B
Average market cap$56.0B$94.6B
Average P/E19.518.7
Portfolio turnover94%94%

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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. stock91.91%
International stock6.05%
Cash2.04%
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 Apple3.84%
WFC Wells Fargo3.46%
OXY Occidental Petroleum2.87%
HON Honeywell2.81%
MSFT Microsoft2.76%
ACE ACE Ltd2.66%
GM GM2.61%
AVGO Avago Technologies Ltd2.47%
LOW Lowe's2.29%
LRCX Lam Research Corp2.23%

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