JPMorgan U.S. Large Cap Core Plus R5
C/O Jpmorgan Distribution Services, Inc. 1111 Polaris Parkway, Ste. 2-j Columbus OH 4
Phone: 800-480-4111
| Category: |
Large Blend |
| Fund Family: |
JP Morgan |
| Net Assets: |
50.11M |
| Year-to-Date Return: |
14.22% |
| Yield: |
0.49% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
15-May-06 |
|
Susan Bao
Lead Manager since
15-May-06 |
|
| Bao joined JPMorgan Investment Advisors in July 2004. In addition to her position with JPMorgan Investment Advisors, she is a vice president of JPMIM and a portfolio manager in the JPMorgan U.S. Equity Group. Bao has been vice president of JPMIM or one of its affiliates since 1997. Bao holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$5,000,000 |
| Min Initial Investment, IRA: |
$5,000,000 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks to provide a high total return. The fund invests normally at least 80% of assets in different U.S. securities, selected from a universe of publicly traded large-capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 indices. It takes long and short positions mainly in equity securities and derivatives on those securities of companies that each have a market capitalization of at least $4 billion. The fund may invest in common stocks, preferred stocks, convertible securities, depositary receipts and warrants to buy common stocks. |
| Last Dividend
(20-Dec-07):
|
0.10 |
| Last Cap Gain
(17-Dec-07):
|
0.65 |
| Annual Holdings Turnover
|
138.00% |
| Average for Category:
|
70.73% |
|
| Expense |
JCPRX |
Category
Avg |
| Total Expense Ratio: |
0.80%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$491 |
$584 |
| 5 Yr Expense Projection*: |
$882 |
$899 |
| 10 Yr Expense Projection*: |
$1,979 |
$1,778 |
|
|
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