Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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
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+1.17% 3 years+10.52%
3 months+3.90% 5 years+13.94%
1 year+19.75% Since inception+10.40%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.94%+11.74%
Expense ratio2.13%1.01%
Risk 5 year sharpe ratio1.141.09
Net assets$9.6B$4.6B
Average market cap$71.4B$109.1B
Average P/E21.221.7
Portfolio turnover127%127%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureThomas Luddy / 11 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock93.58%
International stock5.69%
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 Apple3.86%
UNH UnitedHealth3.45%
AVGO Broadcom Ltd3.26%
MSFT Microsoft3.09%
GOOG Google2.91%
HON Honeywell2.83%
PFE Pfizer2.59%
DIS Disney2.55%
C Citigroup2.44%
CB Chubb Ltd2.36%