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Nasdaq - Delayed Quote USD
JPMorgan US Large Cap Core Plus R2 (JLPZX)
14.63
-0.92
(-5.92%)
At close: April 4 at 8:01:24 PM EDT
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- Previous Close
15.55 - YTD Return -5.71%
- Expense Ratio 2.16%
- 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 0.01
- 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: JLPZX
View MoreTrailing returns as of 4/3/2025. Category is Large Blend.
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Holdings: JLPZX
View MoreSector Weightings
SectorJLPZX
Technology 30.51%
Financial Services 13.48%
Consumer Cyclical 12.11%
Healthcare 11.37%
Industrials 9.53%
Communication Services 8.71%
Utilities 4.02%
Energy 3.57%
Consumer Defensive 2.72%
Real Estate 2.22%
Basic Materials 1.77%
Recent News: JLPZX
View MoreResearch Reports: JLPZX
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