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

(NASDAQ Mutual Funds) As of Jun 1, 2026 06:03 PM ET

$23.77 USD

+0.05 (0.21%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 3.34 61
3 months 2.37 65
6 months 3.71 58
1 Year 27.18 49
3 Year 21.59 24
5 Year 12.97 9
10 Year 15.45 17

* 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) 1,227.56

Load Adjusted Returns as of Apr 30, 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 3.3414.5328.6429.45-18.6728.8925.8029.52-7.5021.239.53
% Total Return Rel to Index -2.44-3.683.623.20-0.460.217.40-1.96-3.11-0.56-2.40
% Total Return Rel to Peer -3.111.829.256.451.026.835.881.10-0.640.551.71
% 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%