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

30.62
Net Asset Value
-0.10%
1 Day
+4.15%
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+0.86% 3 years+22.20%
3 months+0.89% 5 years+16.77%
1 year+16.49% Since inception+10.88%
Data through --

Peer Comparisonvs. Large blend

 JLPSXCategory
Performance 5-yr return+16.77%+12.97%
Expense ratio2.23%1.11%
Risk 5 year sharpe ratio0.980.96
Net assets$11.7B$3.8B
Average market cap$54.3B$102.0B
Average P/E20.617.6
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 / 9 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock91.66%
International stock5.67%
Cash2.67%
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 Apple4.04%
WFC Wells Fargo3.10%
GM GM3.10%
HON Honeywell2.93%
ACE ACE Ltd2.81%
OXY Occidental Petroleum2.69%
AVGO Avago Technologies Ltd2.64%
MSFT Microsoft2.53%
UNH UnitedHealth2.42%
JNJ Johnson & Johnson2.30%

To view my watchlist

Not a member yet?

Sign up now for a free account

Partner Financial Offers