Nasdaq - Delayed Quote USD

JPMorgan US Large Cap Core Plus R2 (JLPZX)

17.24
+0.06
+(0.35%)
As of 8:06:24 AM EDT. Market Open.
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  • Previous Close 17.18
  • YTD Return -0.99%
  • Expense Ratio 2.16%
  • Category Large Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.14B
  • Beta (5Y Monthly) 0.96
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 109.00%
  • Last Dividend 0.01
  • Inception Date May 15, 2006

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

3.14B

Net Assets

2006-05-15

Inception Date

Performance Overview: JLPZX

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Trailing returns as of 6/3/2025. Category is Large Blend.

YTD Return

JLPZX
0.99%
Category
5.31%
 

1-Year Return

JLPZX
9.38%
Category
20.31%
 

3-Year Return

JLPZX
16.44%
Category
6.48%
 

5-Year Return

JLPZX
16.73%
Category
11.78%
 

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Holdings: JLPZX

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Sector Weightings

SectorJLPZX
Technology   29.70%
Healthcare   10.75%
Industrials   10.17%
Utilities   4.35%
Energy   3.60%
Real Estate   2.82%

Recent News: JLPZX

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Research Reports: JLPZX

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