The JPMorgan U.S. Large Cap Core Plus Fund R2 is a mutual fund focused on delivering high total return through an actively managed portfolio of U.S. large-cap equities. Its primary strategy centers on investing at least 80% of assets in a diversified selection of large-cap stocks, combining both growth and value-oriented companies across major sectors. Notably, the fund employs a “core plus” approach, which includes holding both long and short positions to enhance return potential and manage risk, while maintaining a net 100% long market exposure. This flexibility enables the managers to express tactical views and seek incremental returns above traditional large-cap benchmarks such as the S&P 500 Index. The fund’s portfolio is typically well-diversified, but with active allocation to higher conviction names, resulting in a significant concentration in leading U.S. technology and consumer franchises such as NVIDIA, Microsoft, Amazon, and Apple. The fund is benchmark-aware and designed for investors seeking exposure to blue-chip U.S. equities with a disciplined, research-driven selection process. Its blend of traditional and alternative strategies distinguishes it in the large blend mutual fund category, making it a noteworthy option for retirement-focused accounts.