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

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
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.


1 month+3.96% 3 years+9.30%
3 months+2.64% 5 years+11.54%
1 year-1.76% Since inception+9.30%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+11.54%+10.10%
Expense ratio2.22%1.04%
Risk 5 year sharpe ratio0.800.82
Net assets$9.9B$3.9B
Average market cap$51.7B$101.8B
Average P/E17.319.2
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureThomas Luddy / 10 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock93.55%
International stock5.38%
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
MSFT Microsoft3.54%
CB Chubb Ltd3.17%
OXY Occidental Petroleum2.87%
GM GM2.85%
LOW Lowe's2.84%
AVGO Broadcom Ltd2.76%
GOOG Google2.66%
WFC Wells Fargo2.64%
AAPL Apple2.56%
PFE Pfizer2.49%

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