Nasdaq - Delayed Quote USD

JPMorgan US Large Cap Core Plus R2 (JLPZX)

17.14
+0.12
+(0.71%)
At close: 8:01:24 PM EDT
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  • Previous Close 17.02
  • YTD Return -7.11%
  • Expense Ratio 2.16%
  • Category Large Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • 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 1, 2005

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

2005-11-01

Inception Date

More about JPMorgan US Large Cap Core Plus R2

Performance Overview: JLPZX

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Trailing returns as of 5/16/2025. Category is Large Blend.

YTD Return

JLPZX
7.11%
Category
5.31%
 

1-Year Return

JLPZX
7.91%
Category
20.31%
 

3-Year Return

JLPZX
13.59%
Category
6.48%
 

5-Year Return

JLPZX
16.52%
Category
11.78%
 

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Holdings: JLPZX

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Sector Weightings

SectorJLPZX
Technology   28.89%
Financial Services   13.77%
Consumer Cyclical   12.13%
Healthcare   11.53%
Industrials   9.97%
Communication Services   8.13%
Utilities   4.30%
Energy   3.86%
Consumer Defensive   2.79%
Real Estate   2.73%
Basic Materials   1.90%
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Recent News: JLPZX

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Research Reports: JLPZX

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