JLPZX Mutual Fund
JLPZX Mutual Fund
JPMorgan US Large Cap Core Plus Fund Class R2
JLPZX Mutual Fund Overview
JLPZX Mutual Fund (JPMorgan US Large Cap Core Plus Fund Class R2) is managed by J.P. Morgan Asset Management with $4.2M in net assets. JLPZX expense ratio is 2.09%, holding 262 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2008-11-03.
JLPZX performance shows a YTD return of 6.27%. The 1-year return is 16.19% and the 5-year return is 25.31%. JLPZX dividend yield stands at 3.24%, paid annually.
JLPZX 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 JLPZX holdings, sector breakdown, or dividend history.
JLPZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JLPZX alternatives are available via the screener, along with tax-loss harvesting opportunities.