JPMorgan U.S. Large Cap Core Plus Fund Class A Shares
JLCAX
NASDAQ
| Weiss Ratings | JLCAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JLCAX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Susan Bao (20), Steven G. Lee (6), Andrew Stern (0), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JLCAX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. Large Cap Core Plus Fund Class A Shares | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 01, 2005 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | JLCAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JLCAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.20% | |||
| Asset Allocation | JLCAX-NASDAQ | Click to Compare |
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| Cash | 0.77% | |||
| Stock | 99.23% | |||
| U.S. Stock | 95.97% | |||
| Non-U.S. Stock | 3.26% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JLCAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.31% | |||
| 30-Day Total Return | -2.41% | |||
| 60-Day Total Return | -1.49% | |||
| 90-Day Total Return | -0.82% | |||
| Year to Date Total Return | -1.49% | |||
| 1-Year Total Return | 13.68% | |||
| 2-Year Total Return | 30.70% | |||
| 3-Year Total Return | 78.64% | |||
| 5-Year Total Return | 93.49% | |||
| Price | JLCAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JLCAX-NASDAQ | Click to Compare |
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| Nav | $21.81 | |||
| 1-Month Low NAV | $21.79 | |||
| 1-Month High NAV | $22.30 | |||
| 52-Week Low NAV | $16.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.92 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | JLCAX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 11.82 | |||
| Balance Sheet | JLCAX-NASDAQ | Click to Compare |
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| Total Assets | 3.46B | |||
| Operating Ratios | JLCAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.64% | |||
| Turnover Ratio | 100.00% | |||
| Performance | JLCAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.16% | |||
| Last Bear Market Total Return | -17.06% | |||