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JPMorgan U.S. Large Cap Core Plus R5 (JCPRX)

On Feb 9: 17.40 USD  Up 0.20 (1.16%)  
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JPMORGAN U.S. LARGE CAP CORE PL Delayed quote dataEdit
Net Asset Value: 17.40
Trade Time: Feb 9
Change: Up 0.20 (1.16%)
Prev Close: 17.40
YTD Return*: 14.22%
Net Assets*: 50.11M
Yield*: 0.49%
* As of 31-Dec-07
JPMorgan U.S. Large Cap Core Plus R5 (JCPRX)
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: N/A
Total Assets: 50.11M
Category: Large Blend
Total Expense Ratio: 0.80%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 14.22%
5y Avg Return: N/A
Rank in Category (ytd): 522
% Rank in Category (ytd): 24.98%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to provide a high total return. 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 and derivatives on those securities of companies that each have a market capitalization of at least $4 billion. The fund may invest in common stocks, preferred stocks, convertible securities, depositary receipts and warrants to buy common stocks.
Fund Profile


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