JPMorgan U.S. Large Cap Core Plus Fund Class R2 Shares
JLPZX
NASDAQ
| Weiss Ratings | JLPZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JLPZX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Susan Bao (19), Steven G. Lee (5) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JLPZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. Large Cap Core Plus Fund Class R2 Shares | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 03, 2008 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JLPZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JLPZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.49% | |||
| Asset Allocation | JLPZX-NASDAQ | Click to Compare |
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| Cash | 2.42% | |||
| Stock | 97.58% | |||
| U.S. Stock | 93.19% | |||
| Non-U.S. Stock | 4.39% | |||
| 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 | JLPZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.79% | |||
| 30-Day Total Return | 0.24% | |||
| 60-Day Total Return | -3.64% | |||
| 90-Day Total Return | -6.71% | |||
| Year to Date Total Return | -4.42% | |||
| 1-Year Total Return | 8.56% | |||
| 2-Year Total Return | 46.14% | |||
| 3-Year Total Return | 49.97% | |||
| 5-Year Total Return | 126.51% | |||
| Price | JLPZX-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 | JLPZX-NASDAQ | Click to Compare |
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| Nav | $16.40 | |||
| 1-Month Low NAV | $14.45 | |||
| 1-Month High NAV | $16.40 | |||
| 52-Week Low NAV | $14.45 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.39 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | JLPZX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 15.95 | |||
| Balance Sheet | JLPZX-NASDAQ | Click to Compare |
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| Total Assets | 2.93B | |||
| Operating Ratios | JLPZX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.16% | |||
| Turnover Ratio | 109.00% | |||
| Performance | JLPZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.83% | |||
| Last Bear Market Total Return | -17.17% | |||