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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+0.30% 3 years+17.04%
3 months+4.52% 5 years+14.18%
1 year+2.36% Since inception+10.32%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.18%+11.68%
Expense ratio2.22%1.08%
Risk 5 year sharpe ratio1.031.01
Net assets$11.7B$3.6B
Average market cap$49.4B$101.5B
Average P/E17.119.3
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$1,000,000.00


U.S. stock91.08%
International stock7.66%
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 Apple3.97%
WFC Wells Fargo3.76%
ACE ACE Ltd3.41%
MSFT Microsoft2.93%
GM GM2.89%
AVGO Avago Technologies Ltd2.79%
HON Honeywell2.64%
LOW Lowe's2.63%
TWX Time Warner2.60%
LRCX Lam Research Corp2.35%

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