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Jpmorgan Us Large Cap Cap Core Plus Fund R2: (MF: JLPZX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:51 PM ET

$17.72 USD

-0.02 (-0.11%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.48 72
3 months -1.16 69
6 months 3.05 64
1 Year 13.10 56
3 Year 21.64 23
5 Year 13.66 12
10 Year 15.36 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 1,129.27

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.99
5 Year 14.38
10 Year 14.45
Since Inception 14.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.71 11.37 6.04 2.36
2024 13.67 5.92 4.38 1.93
2023 7.37 9.78 -2.06 11.58
2022 -6.70 -17.17 -3.07 8.21
2021 5.79 8.08 0.31 11.94

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.4813.9928.1028.82-18.9528.4025.3729.08-7.7820.859.29
% Total Return Rel to Index -0.49-4.223.082.58-0.74-0.276.97-2.41-3.39-0.94-2.64
% Total Return Rel to Peer -0.571.288.715.820.746.345.450.65-0.920.171.47
% Perf Quintile vs Peer* 3.003.000.002.003.002.002.003.004.003.003.00
% Dividends 0.000.000.000.000.000.000.010.000.000.000.00
% Yield 0.000.000.000.000.000.000.030.000.000.000.00
Capital Gains ($) 0.000.651.341.984.846.786.825.604.124.121.24
Expense Ratio 0.002.002.162.202.202.292.272.272.312.452.46

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