JLPCX Rating, Research - JPMorgan Us Large Cap Core Plus C

JPMorgan Us Large Cap Core Plus C (jlpcx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 225

Threats + Weaknesses = 141

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

Fund Management Team

Fund Description Update

JPMorgan Us Large Cap Core Plus C (JLPCX) Description: JLPCX is a mutual fund, which is an investment that owns a basket of assets. The JLPCX 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 average fund size classification. JLPCXs minimum initial investment amount is $1000 while the IRA minimum is $1000. JLPCXs expense ratio is roughly 2%. The latest JLPCXs front end load was 0% and the back end load was 1%. The JPMorgan Us Large Cap Core Plus C (JLPCX) mutual fund falls under the large-cap mixed category. JLPCX focuses its investments in USA and JLPCX is not affiliated with a particular industry or fund sector. The JPMorgan Us Large Cap Core Plus C (JLPCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JLPCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JLPCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks investment results that correspond to the performance of the S&P 500 Index. The fund normally invests at least 90% of net assets in common stocks (see stock research) included in the S&P 500 Index. It may achieve a correlation between the performance of portfolio and that of the S&P 500 Index of at least 95%, without taking into account expenses of the fund. The fund also may invest in stock index futures contracts, options on stock indices, options on stock index futures, and index participation contracts based on the S&P 500 Index.


Management Analysis Update


Performance Analysis Update