JPMorgan U.S. Large Cap Core Plus Fund I Class

Frequently Asked Questions About JLPSX

What does JLPSX invest in?

Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the S&P 500 Index.

What is the expense ratio of JLPSX?

JPMorgan U.S. Large Cap Core Plus Fund I Class (JLPSX) charges an expense ratio of 1.39%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JLPSX?

JPMorgan U.S. Large Cap Core Plus Fund I Class (JLPSX) manages $3.72B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is JLPSX actively managed or an index fund?

JLPSX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (JLPSX's is 1.39%) because there's no security selection cost.

When was JLPSX launched?

JPMorgan U.S. Large Cap Core Plus Fund I Class (JLPSX) launched in November 2005 and is managed by JPMorgan.

How has JLPSX performed?

JLPSX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.