JLPZX Mutual Fund
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 $4.1M in net assets. JLPZX expense ratio is 2.09%, holding 262 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2008-11-03.
JLPZX performance shows a YTD return of 6.27%. The 1-year return is 13.27% and the 5-year return is 12.21%. JLPZX dividend yield stands at 3.25%, paid annually.
JLPZX top holdings include Nvidia Corp. (8.5%), Apple, Inc (5.5%), Amazon.Com Inc (5.1%), Alphabet A Usd 0.001 (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.8%). Go to all JLPZX holdings, JLPZX sectors, or JLPZX dividends.
JLPZX can be compared against other funds. Use JLPZX overlap to find shared positions, or JLPZX vs another fund for a side-by-side view. JLPZX alternatives are available via the screener, along with tax-loss harvesting opportunities.