JLCAX Mutual Fund
JLCAX Mutual Fund
JLCAX Mutual Fund
JPMorgan US Large Cap Core Plus Fund Class A
JLCAX Mutual Fund Overview
JLCAX Mutual Fund (JPMorgan US Large Cap Core Plus Fund Class A) is managed by J.P. Morgan Asset Management with $396.4M in net assets. JLCAX expense ratio is 1.64%, holding 268 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2005-11-01.
JLCAX performance shows a YTD return of 7.83%. The 1-year return is 13.45% and the 5-year return is 12.47%. JLCAX dividend yield stands at 2.74%, paid annually.
JLCAX top holdings include Nvidia Corp (9.2%), Microsoft Corp (6.4%), Amazon.Com Inc (5.5%), Apple, Inc (5.5%), Alphabet Inc,class A (4.5%). Go to all JLCAX holdings, JLCAX sectors, or JLCAX dividends.
JLCAX can be compared against other funds. Use JLCAX overlap to find shared positions, or JLCAX vs another fund for a side-by-side view. JLCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.