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

29.96
Net Asset Value
-0.79%
1 Day
0.00%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
2.10%
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-0.53% 3 years+9.68%
3 months-4.73% 5 years+13.88%
1 year+15.94% Since inception+10.49%
Data through --

Peer Comparisonvs. Large blend

 JLPSXCategory
Performance 5-yr return+13.88%+11.72%
Expense ratio2.10%0.97%
Risk 5 year sharpe ratio1.111.11
Net assets$8.8B$5.3B
Average market cap$75.2B$125.1B
Average P/E21.621.5
Portfolio turnover131%131%

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureSusan Bao / 12 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock97.74%
Cash1.66%
International stock0.61%
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
MSFT Microsoft4.01%
AAPL Apple3.41%
AMZN Amazon3.27%
GOOG Google3.07%
BAC Bank of America2.55%
PFE Pfizer2.52%
OXY Occidental Petroleum2.49%
UNH UnitedHealth2.38%
GOOGL Google2.30%
C Citigroup2.26%