JLPYX

About JLPYX

The JPMorgan U.S. Large Cap Core Plus Fund R6 is a mutual fund designed to provide investors with exposure to large-cap U.S. equities. Its primary objective is to achieve long-term capital appreciation by investing primarily in a diversified portfolio of large capitalization companies, typically those found in the Russell 1000 and S&P 500 indices. The fund employs a flexible strategy that includes both long and short positions, aiming to enhance returns and manage risk. Notably, it maintains a net exposure to the market close to 100%, using a bottom-up, research-driven approach to select holdings based on fundamental analysis. Key features include a well-diversified, benchmark-aware portfolio with an emphasis on active management and conviction in its top holdings. The fund is managed by J.P. Morgan Asset Management and is positioned within the "large blend" category, appealing to investors seeking broad U.S. market exposure with the potential for active outperformance. Its asset allocation is predominantly in equities, with a focus on maintaining portfolio quality and discipline through consistent process and risk management. The fund caters especially to institutional investors, as indicated by its high minimum investment requirement and its R6 share class designation, which is typically for retirement plans.