JCPRX Mutual Fund
JCPRX Mutual Fund
JPMorgan US Large Cap Core Plus Fund Class R5
JCPRX Mutual Fund Overview
JCPRX Mutual Fund (JPMorgan US Large Cap Core Plus Fund Class R5) is managed by J.P. Morgan Asset Management with $33.9M in net assets. JCPRX expense ratio is 1.44%, holding 262 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2006-05-15.
JCPRX performance shows a YTD return of 6.69%. The 1-year return is 16.91% and the 5-year return is 16.99%. JCPRX dividend yield stands at 2.68%, paid annually.
JCPRX top holdings include Nvidia Corp. (8.6%), Microsoft Corp 4.100 Feb 06 37 (5.8%), Apple, Inc (5.5%), Amazon.Com Inc (5.1%), Alphabet Inc Common Stock USD 0.001 (4.5%). View all JCPRX holdings, sector breakdown, or dividend history.
JCPRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JCPRX alternatives are available via the screener, along with tax-loss harvesting opportunities.