JPMorgan Disciplined Equity A
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
Phone: 800-480-4111
| Category: |
Large Blend |
| Fund Family: |
JP Morgan |
| Net Assets: |
1.72M |
| Year-to-Date Return: |
4.75% |
| Yield: |
1.23% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
28-Sep-01 |
|
Raffaele Zingone
Lead Manager since
01-Jul-02 |
|
| Zingone is vice president of JPMIM. He is also a portfolio manager in the U.S. Equity Group. He was a research analyst following the aerospace, environmental, and diversified manufacturing sectors prior to his current position. Zingone holds the Chartered Financial Analyst designation. |
| 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 to provide a consistently high total return. The fund normally invests at least 80% of assets in equity securities. It primarily invests in large- and mid-capitalization U.S. companies. The fund seeks returns that modestly exceed those of the S&P 500 index over the long term with virtually the same level of volatility. |
| Last Dividend
(20-Dec-07):
|
0.06 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
59.00% |
| Average for Category:
|
70.73% |
|
| Expense |
JDEAX |
Category
Avg |
| Total Expense Ratio: |
0.85%
|
1.12% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.25%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$803 |
$584 |
| 5 Yr Expense Projection*: |
$1,008 |
$899 |
| 10 Yr Expense Projection*: |
$1,597 |
$1,778 |
|
|
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