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JLPSX
Mutual Fund ticker: NASDAQ
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JPMorgan US Large Cap Core Plus I (JLPSX) Ownership - Who owns JPMorgan US Large Cap Core Plus I?

The investment seeks to provide a high total return from a portfolio of selected equity securities... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
1.46
Min. Initial Investment
1000000.00
Fund Existence
almost 20 years
Turnover
N/A
Front Load
N/A
Net Assets
3468728800.00
Manager Tenure
N/A

Fundamentals

JLPSX
Net Assets
3.47B
Fund Existence
almost 20 years
Turnover
N/A
Total Expense Ratio
1.46
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.76
Assets in Top Ten Holdings
828M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
2.04B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
162.00
Number of Net Holdings
287.00
Number of Short Holdings
125.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
44.36%
Gain YTD
11.943
Annual Yield % from dividends
0.08
Returns for 1 year
4.90
Returns for 3 years
26.53
Returns for 5 years
-17.52
Returns for 10 years
-16.64
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com