Although JPMorgan U.S. Large Cap Core Plus benefits from experienced hands, deep resources, and a decent process, the managers running this fund must prove their value. The strategy earns a Morningstar Analyst Rating of Neutral for all share classes.
Will JLCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JLCAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JLCAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JLCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.