Nasdaq - Delayed Quote USD

JPMorgan US Large Cap Core Plus A (JLCAX)

18.06
-0.94
(-4.95%)
As of 8:08:52 AM EDT. Market Open.
Loading Chart for JLCAX
  • Previous Close 19.00
  • YTD Return -5.63%
  • Expense Ratio 1.71%
  • Category Large Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.93B
  • Beta (5Y Monthly) 0.96
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 109.00%
  • Last Dividend 0.00
  • Inception Date Nov 3, 2008

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 S&P 500 Index.

JPMorgan

Fund Family

Large Blend

Fund Category

2.93B

Net Assets

2008-11-03

Inception Date

Performance Overview: JLCAX

View More

Trailing returns as of 4/2/2025. Category is Large Blend.

YTD Return

JLCAX
5.63%
Category
5.31%
 

1-Year Return

JLCAX
6.71%
Category
20.31%
 

3-Year Return

JLCAX
11.05%
Category
6.48%
 

5-Year Return

JLCAX
20.32%
Category
11.78%
 

People Also Watch

Holdings: JLCAX

View More

Sector Weightings

SectorJLCAX
Technology   30.51%
Healthcare   11.37%
Industrials   9.53%
Utilities   4.02%
Energy   3.57%
Real Estate   2.22%

Recent News: JLCAX

View More

Research Reports: JLCAX

View More

Top Mutual Funds