JLCAX – JPMorgan US Large Cap Core Plus A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high total return from a portfolio of selected equity securities. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JLPSX	JPMorgan U.S. Large Cap Core Plus Fund Class I Shares	Institutional	Open			Nov 1, 2005	$2.06B	0.700%	Average	$1M	−$234.05M
JLCAX	JPMorgan U.S. Large Cap Core Plus Fund Class A Shares	Front Load	Open			Nov 1, 2005	$398.54M	0.950%	Below Average	$1,000	−$19.76M
JLPCX	JPMorgan U.S. Large Cap Core Plus Fund Class C Shares	Level Load	Open			Nov 1, 2005	$113.50M	1.450%	Below Average	$1,000	$1.50M
JCPRX	JPMorgan U.S. Large Cap Core Plus Fund Class R5 Shares	Retirement, Large	Open			May 15, 2006	$33.13M	0.750%	High	$0	−$20.68M
JLPYX	JPMorgan U.S. Large Cap Core Plus Fund Class R6	Retirement, Large	Open			Nov 1, 2017	$1.10B	0.650%	Above Average	$15M	$120.77M
JLPZX	JPMorgan U.S. Large Cap Core Plus Fund Class R2 Shares	Retirement, Medium	Open			Nov 3, 2008	$4.13M	1.400%	High	$0	−$5.14M

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