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

29.79
Net Asset Value
-0.27%
1 Day
+1.33%
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-2.30% 3 years+17.70%
3 months+0.34% 5 years+14.37%
1 year+15.19% Since inception+11.33%
Data through --

Peer Comparisonvs. Large blend

 JLPSXCategory
Performance 5-yr return+14.37%+13.88%
Expense ratio2.23%1.14%
Risk 5 year sharpe ratio1.101.07
Net assets$12.0B$3.9B
Average market cap$52.8B$102.1B
Average P/E19.018.1
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. stock93.63%
International stock5.79%
Cash0.58%
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 Apple3.96%
WFC Wells Fargo3.22%
HON Honeywell3.09%
OXY Occidental Petroleum3.07%
ACE ACE Ltd2.92%
JNJ Johnson & Johnson2.82%
GM GM2.81%
AVGO Avago Technologies Ltd2.64%
SLB Schlumberger2.47%
UNH UnitedHealth2.42%

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