JPMorgan Emerging Mkts Eq B
JPMorgan Trust I 1111 Polaris Parkway, Ste. 2-j Columbus OH 43240
Phone: 800-480-4111
| Category: |
Diversified Emerging Mkts |
| Fund Family: |
JPMorgan |
| Net Assets: |
10.61M |
| Year-to-Date Return: |
-6.29% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
28-Sep-01 |
|
Austin Forey
Lead Manager since
01-Sep-05 |
|
| 'An employee since 1988, Austin Forey is a portfolio manager based in London, responsible for Global Emerging Markets portfolios, a role he has fulfilled since 1994. Prior to this he worked in the UK market, where he was deputy head of UK research. Before this, Austin worked as research analyst covering engineering, and subsequently all financial sectors, including property; other responsibilities included co-management of a mid-cap investment trust, and two specialist unit trusts. |
| 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 high total return. The fund normally invests at least 80% of assets in equity securities of emerging markets. It may overweight or underweight countries relative to the Morgan Stanley Capital International (MSCI) Emerging Markets Equity index. The fund emphasizes securities that are ranked as undervalued. It typically maintains full currency exposure to those markets in which it invests. The fund may from time to time hedge a portion of its foreign currency exposure into the U.S. dollar. It may also invest in high-quality short-term money market instruments and repurchase agreements. |
| Last Dividend
(31-Dec-08):
|
0.02 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
10.00% |
| Average for Category:
|
85.71% |
|
| Expense |
JFBMX |
Category
Avg |
| Total Expense Ratio: |
2.33%
|
1.76% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
5.53% |
| Max Deferred Sales Load: |
5.00%
|
2.40% |
| 3 Yr Expense Projection*: |
$1,027 |
$750 |
| 5 Yr Expense Projection*: |
$1,445 |
$1,196 |
| 10 Yr Expense Projection*: |
$2,541 |
$2,432 |
|
|
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