JLPSX Rating, Research - JPMorgan Us Large Cap Core Plus Select

JPMorgan Us Large Cap Core Plus Select (jlpsx)

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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 jlpsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Us Large Cap Core Plus Select (JLPSX) Description: JLPSX is a mutual fund, which is an investment that owns a basket of assets. The JLPSX 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. JLPSXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. JLPSXs expense ratio is roughly 1%. The latest JLPSXs front end load was 0% and the back end load was 0%. The JPMorgan Us Large Cap Core Plus Select (JLPSX) mutual fund falls under the large-cap mixed category. JLPSX focuses its investments in USA and JLPSX is not affiliated with a particular industry or fund sector. The JPMorgan Us Large Cap Core Plus Select (JLPSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JLPSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JLPSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide a high total return from a portfolio of selected equity securities (see equity research). The fund invests normally at least 80% of assets in different U.S. securities, selected from a universe of publicly traded large-capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices. It takes long and short positions mainly in equity securities (see equity research) and derivatives on those securities of companies that each have a market capitalization of at least $4 billion.

Management Analysis Update

Performance Analysis Update