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. It takes long and short positions mainly in equity securities and derivatives on those securities of companies that each have a market capitalization of at least $4 billion at the time of purchase.


1 month-4.03% 3 years+19.59%
3 months-2.28% 5 years+14.33%
1 year+14.25% Since inception+10.81%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.33%+14.10%
Expense ratio2.31%1.15%
Risk 5 year sharpe ratio1.061.03
Net assets$11.0B$3.5B
Average market cap$60.2B$97.7B
Average P/E18.518.0
Portfolio turnover90%90%

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 / 8 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00


U.S. stock97.22%
International stock0.00%
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
JNJ Johnson & Johnson3.96%
AAPL Apple Inc3.61%
SLB Schlumberger NV3.14%
WFC Wells Fargo & Co3.01%
ACE ACE Ltd2.84%
HON Honeywell International Inc2.77%
UNH UnitedHealth Group Inc2.69%
GM General Motors Co2.66%
TWX Time Warner Inc2.50%
GOOG Google Inc Class C2.27%

To view my watchlist

Not a member yet?

Sign up now for a free account

Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.