JPMorgan China Region A
JPMorgan Trust I 1111 Polaris Parkway, Ste. 2-j Columbus OH 43240
Phone: 800-480-4111
| Category: |
Pacific/Asia ex-Japan Stk |
| Fund Family: |
JPMorgan |
| Net Assets: |
4.81M |
| Year-to-Date Return: |
-8.36% |
| Yield: |
0.42% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
28-Feb-07 |
|
Howard Wang
Lead Manager since
28-Feb-07 |
|
| Wang, a managing director, has been with JFIMI since 2005. He is a regional investment manager and head of the Greater China team which forms part of the Pacific Regional Group in Hong Kong. Prior to joining JFIMI, Wang was a managing director for Equities at Goldman Sachs and President of Goldman Sachs (Asia) Taipei branch and a Board Member of Goldman Sachs (Asia) LLC. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$25 |
| Min Subsequent Investment, IRA: |
$25 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in equity securities of companies in the China region or instruments that have similar economic characteristics. It may invest up to 20% of assets in debt securities issued by governmental entities and private issuers. The fund is nondiversified. |
| Last Dividend
(21-Dec-09):
|
0.07 |
| Last Cap Gain
(17-Dec-07):
|
0.11 |
| Annual Holdings Turnover
|
102.00% |
| Average for Category:
|
87.64% |
|
| Expense |
JCHAX |
Category
Avg |
| Total Expense Ratio: |
2.03%
|
1.99% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.25%
|
5.21% |
| Max Deferred Sales Load: |
%
|
2.48% |
| 3 Yr Expense Projection*: |
$1,348 |
$946 |
| 5 Yr Expense Projection*: |
$2,000 |
$2,086 |
| 10 Yr Expense Projection*: |
$3,736 |
$2,849 |
|
|
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