JPMorgan U.S. Large Cap Core Plus Fund Class A Shares
JLCAX
NASDAQ
| Weiss Ratings | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Susan Bao (19), Steven G. Lee (5) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.52% | |||
| Asset Allocation | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.57% | |||
| Stock | 98.43% | |||
| U.S. Stock | 93.28% | |||
| Non-U.S. Stock | 5.15% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.59% | |||
| 30-Day Total Return | 0.60% | |||
| 60-Day Total Return | 14.40% | |||
| 90-Day Total Return | 5.07% | |||
| Year to Date Total Return | 0.95% | |||
| 1-Year Total Return | 7.44% | |||
| 2-Year Total Return | 44.03% | |||
| 3-Year Total Return | 81.56% | |||
| 5-Year Total Return | 120.08% | |||
| Price | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $20.09 | |||
| 1-Month Low NAV | $19.37 | |||
| 1-Month High NAV | $20.30 | |||
| 52-Week Low NAV | $16.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.27 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.96 | |||
| Standard Deviation | 16.19 | |||
| Balance Sheet | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.14B | |||
| Operating Ratios | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.71% | |||
| Turnover Ratio | 109.00% | |||
| Performance | JLCAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.16% | |||
| Last Bear Market Total Return | -17.06% | |||