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Nasdaq - Delayed Quote USD

JPMorgan US Large Cap Core Plus C (JLPCX)

12.79
-0.18
(-1.39%)
At close: 8:03:57 PM EDT

Fund Summary

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 US Large Cap Core Plus C

Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j

Fund Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 2.93B
YTD Return -5.73%
Yield 0.00%
Morningstar Rating
Inception Date Nov 03, 2008

Fund Operations

Last Dividend 0.00
Last Cap Gain 47.00
Holdings Turnover 109.00%
Average for Category --

Fees & Expenses

Expense JLPCX Category Average
Annual Report Expense Ratio (net) 2.21% 0.78%
Prospectus Net Expense Ratio 2.21% --
Prospectus Gross Expense Ratio 2.51% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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