JLCAX Rating, Research - JPMorgan Us Large Cap Core Plus A

JPMorgan Us Large Cap Core Plus A (jlcax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 265

Threats + Weaknesses = 162

When strengths & opportunities substantially exceed threats & weaknesses an investment in the jlcax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Us Large Cap Core Plus A (JLCAX) Description: JLCAX is a mutual fund, which is an investment that owns a basket of assets. The JLCAX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a medium management tenure and is in the large fund size classification. JLCAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. JLCAXs expense ratio is roughly 1%. The latest JLCAXs front end load was 5% and the back end load was 0%. The JPMorgan Us Large Cap Core Plus A (JLCAX) mutual fund falls under the large-cap mixed category. JLCAX focuses its investments in USA and JLCAX is not affiliated with a particular industry or fund sector. The JPMorgan Us Large Cap Core Plus A (JLCAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JLCAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JLCAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks investment results that, before expenses, correspond to the total return of S&P 500 Composite Stock Price Index. The fund normally invests at least 80% of assets in common stocks (see stock research) of companies included in the S&P 500 Index. It may invest in stock index futures on the S&P 500 Index and Standard & Poors Depositary Receipts. The fund may invest in foreign companies, including those that are in emerging market countries, that are included in the S&P 500 Index.

Management Analysis Update

Performance Analysis Update