- What does JLPYX invest in?
- Under normal operating conditions, at least 80% of the fund's total value will be invested in a diverse array of U.S. securities. This allocation is anticipated to incorporate both bullish (long) and bearish (short) investment positions. The underlying securities are carefully chosen from a broad universe of publicly traded, large-capitalization companies, whose characteristics mirror those typically found within the Russell 1000 and S&P 500 Indices.
- What is the expense ratio of JLPYX?
- JPMorgan U.S. Large Cap Core Plus Fund (JLPYX) charges an expense ratio of 1.34%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JLPYX?
- JPMorgan U.S. Large Cap Core Plus Fund (JLPYX) manages $3.75B 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 JLPYX actively managed or an index fund?
- JLPYX 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 (JLPYX's is 1.34%) because there's no security selection cost.
- When was JLPYX launched?
- JPMorgan U.S. Large Cap Core Plus Fund (JLPYX) launched in November 2017 and is managed by JPMorgan.
- How has JLPYX performed?
- JLPYX'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.
