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Jpmorgan U.s. Large Cap Core Plus A: (MF: JLCAX)

(NASDAQ Mutual Funds) As of Apr 14, 2026 05:53 PM ET

$22.25 USD

+0.30 (1.37%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -6.77 69
3 months -6.77 69
6 months -4.46 62
1 Year 13.14 60
3 Year 18.27 21
5 Year 11.97 9
10 Year 14.32 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.46
Bull Market (2/09 - 3/21) 1,196.81

Load Adjusted Returns as of Mar 31, 2026

1 Year 7.49
5 Year 10.83
10 Year 13.74
Since Inception 10.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.77 NA NA NA
2025 -5.62 11.55 6.15 2.48
2024 13.77 6.08 4.42 2.07
2023 7.48 9.96 -2.01 11.77
2022 -6.65 -17.06 -2.99 8.29
2021 5.89 8.18 0.41 12.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return -6.7714.5328.6429.45-18.6728.8925.8029.52-7.5021.239.53
% Total Return Rel to Index -2.07-3.683.623.20-0.460.217.40-1.96-3.11-0.56-2.40
% Total Return Rel to Peer -3.191.829.256.451.026.835.881.10-0.640.551.71
% Perf Quintile vs Peer* 4.003.001.002.003.001.002.003.004.003.003.00
% Dividends 0.000.000.000.000.000.000.020.020.040.000.01
% Yield 0.000.000.000.000.000.000.080.080.170.000.04
Capital Gains ($) 0.000.651.341.984.846.786.825.594.114.121.24
Expense Ratio 0.001.561.711.791.851.941.921.912.012.202.21

* 1 = Top 20%, 5 = Bottom 20%