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U.S. Large Cap Core Plus Fund - Select (JLPSX)

U.S. Large Cap Core Plus Fund - Select (JLPSX)
 ! This share class currently has a limited offering, please see prospectus for more details on the offering.
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Tom Luddy
Thomas Luddy| Managing Director Biography

Thomas Luddy, CFA, has been an employee since 1976. He is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. Tom has held numerous key positions in the firm, including global head of equity, head of equity research, and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982.

Education
  • B.S., Economics and Mathematics, St. Peter's College
  • M.B.A., Wharton School of the University of Pennsylvania
Experience
  • Industry Experience, 38 Years
  • Firm Experience, 38 Years
  • Fund Experience, 9 Years
Other funds managed by Thomas Luddy:
Susan Bao
Susan Bao| Managing Director Biography

Susan Bao, CFA, is a portfolio manager in the U.S. Equity Group. An employee of JPMorgan since 1997, Susan manages Large Cap Core mandates and co-manages, with Tom Luddy, the Large Cap Core Plus (130/30) strategy. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team.

Education
  • B.S., Centenary College
  • M.B.A., Finance, New York University's Stern School of Business
Experience
  • Industry Experience, 17 Years
  • Firm Experience, 17 Years
  • Fund Experience, 9 Years
Other funds managed by Susan Bao:

The Fund may engage in short sales. There is no guarantee that the use of long and short positions will succeed in limiting the Fund's exposure to domestic stock market movements, capitalization, sector-swings or other risk factors. Investment in a portfolio involved in long and short selling may have higher portfolio turnover rates. This will likely result in additional tax consequences. Short selling involves certain risks, including additional costs associated with covering short positions and a possibility of unlimited loss on certain short sale positions.

The Fund may use derivatives in connection with its investment strategies to hedge and manage risk and to increase its return. Derivatives may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions than other types of investments and could result in losses that significantly exceed the Fund's original investment. The Fund will have substantial short positions and must borrow those securities to make delivery to the buyer. The Fund may not always be able to borrow a security it wants to sell short. The Fund also may be unable to close out an established short position at an acceptable price, and may have to sell related long positions at disadvantageous times.