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

29.33
Net Asset Value
-0.78%
1 Day
+5.73%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
2.31%
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. It takes long and short positions mainly in equity securities and derivatives on those securities of companies that each have a market capitalization of at least $4 billion at the time of purchase.

Performance

1 month-4.03% 3 years+19.59%
3 months-2.28% 5 years+14.33%
1 year+14.25% Since inception+10.81%
Data through --

Peer Comparisonvs. Large blend

 JLPSXCategory
Performance 5-yr return+14.33%+14.10%
Expense ratio2.31%1.15%
Risk 5 year sharpe ratio1.061.03
Net assets$11.0B$3.5B
Average market cap$60.2B$97.7B
Average P/E18.518.0
Portfolio turnover90%90%

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureThomas Luddy / 8 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00

Holdings

U.S. stock97.22%
Cash3.05%
International stock0.00%
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
JNJ Johnson & Johnson3.96%
AAPL Apple Inc3.61%
SLB Schlumberger NV3.14%
WFC Wells Fargo & Co3.01%
ACE ACE Ltd2.84%
HON Honeywell International Inc2.77%
UNH UnitedHealth Group Inc2.69%
GM General Motors Co2.66%
TWX Time Warner Inc2.50%
GOOG Google Inc Class C2.27%

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