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JPMorgan US Large Cap Core Plus Fund

JLCAX:US
NASDAQ GM
30.31
USD
0.05
0.16%
As of 5/24/2018
Fund Type
Open-End Fund
52Wk Range
26.48 - 31.94
1 Yr Return
13.62%
YTD Return
2.40%
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Previous Close
30.36
52Wk Range
26.48 - 31.94
1 Yr Return
14.33%
YTD Return
2.40%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/24/2018)
30.31
Total Assets (b USD) (on 05/24/2018)
9.145
Inception Date
11/02/2005
Last Dividend (on 12/13/2017)
4.1227
Dividend Indicated Gross Yield
-
Fund Managers
TOM LUDDY / SUSAN BAO
Front Load Fee
5.25%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.80%
Expense Ratio
2.20%

Top Fund Holdings

Name Position Value % of Fund
3.92 m 358.07 m 3.25
186.21 k 269.51 m 2.45
1.60 m 268.79 m 2.44
3.71 m 240.81 m 2.19
226.79 k 234.00 m 2.13
7.28 m 218.23 m 1.98
591.72 k 206.58 m 1.88
963.67 k 206.23 m 1.87
180.45 k 187.16 m 1.70
2.75 m 185.55 m 1.69
Profile
JPMorgan U.S. Large Cap Core Plus Fund seeks high total return from a portfolio of selected equity securities. The value of the Fund's Assets, which are expect- ed to include both long and short positions, will consist of U.S. securities, s- elected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500.
Address
JP Morgan Funds
270 Park Avenue
22nd Floor
New York, NY 10017
Phone
1-800-480-4111