JLPCX Mutual Fund
JLPCX Mutual Fund
JPMorgan US Large Cap Core Plus Fund Class C
JLPCX Mutual Fund Overview
JLPCX Mutual Fund (JPMorgan US Large Cap Core Plus Fund Class C) is managed by J.P. Morgan Asset Management with $109.6M in net assets. JLPCX expense ratio is 2.14%, holding 262 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2005-11-01.
JLPCX performance shows a YTD return of 6.58%. The 1-year return is 16.16% and the 5-year return is 26.06%. JLPCX dividend yield stands at 3.68%, paid annually.
JLPCX 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 JLPCX holdings, sector breakdown, or dividend history.
JLPCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JLPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.