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JPMorgan US Large Cap Core Plus R5 (JCPRX)

On Nov 24: 18.20 USD  Down 0.01 (0.05%)  
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JPMORGAN U.S. LARGE CAP CORE PL Delayed quote dataEdit
Net Asset Value: 18.20
Trade Time: Nov 24
Change: Down 0.01 (0.05%)
Prev Close: 18.21
YTD Return*: 26.43%
Net Assets*: 119.62M
Yield*: 1.26%
* As of 31-Oct-09
JPMorgan US Large Cap Core Plus R5 (JCPRX)
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 119.62M
Category: Large Blend
Total Expense Ratio: 1.37%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 26.43%
5y Avg Return: N/A
Rank in Category (ytd): 221
% Rank in Category (ytd): 10.98%
Beta (3y): 0.99
Morningstar Risk Rating: Average
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.
Fund Profile


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