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

30.33
Net Asset Value
-0.52%
1 Day
+3.16%
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+4.95% 3 years+19.70%
3 months+3.84% 5 years+16.15%
1 year+17.16% Since inception+10.68%
Data through --

Peer Comparisonvs. Large blend

 JLPSXCategory
Performance 5-yr return+16.15%+13.88%
Expense ratio2.23%1.13%
Risk 5 year sharpe ratio1.071.04
Net assets$11.2B$3.7B
Average market cap$56.8B$99.2B
Average P/E19.716.8
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. stock92.84%
International stock5.22%
Cash1.94%
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 & Johnson3.68%
AAPL Apple3.64%
WFC Wells Fargo3.31%
OXY Occidental Petroleum3.10%
HON Honeywell3.07%
ACE ACE Ltd3.02%
GM GM2.67%
SLB Schlumberger2.53%
AVGO Avago Technologies Ltd2.52%
TWX Time Warner2.31%

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