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JPMorgan US Large Cap Core Plus R2 JLPZX

Analyst rating as of
NAV / 1-Day Return
24.98  /  0.85 %
Total Assets
2.6 Bil
Adj. Expense Ratio
1.450%
Expense Ratio
2.270%
Fee Level
High
Longest Manager Tenure
15.52 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.04%
Turnover
85%
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Morningstar’s Analysis

Will JLPZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Decent, but not convincing.

Summary

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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.

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