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 268 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2008-11-03.
JLPZX performance shows a YTD return of 7.48%. The 1-year return is 12.91% and the 5-year return is 11.99%. JLPZX dividend yield stands at 3.21%, paid annually.
JLPZX 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 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.