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.
JPMorgan US Large Cap Core Plus R2 JLPZX
NAV / 1-Day Return
26.14
/
1.24
%
Total Assets
2.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.450%
Expense Ratio
2.270%
Fee Level
High
Longest Manager Tenure
15.73
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.04%
Turnover
85%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JLPZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JLPZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JLPZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JLPZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Decent, but not convincing.
