JPMorgan Intrepid International A
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
Phone: 800-480-4111
| Category: |
Foreign Large Blend |
| Fund Family: |
JP Morgan |
| Net Assets: |
24.49M |
| Year-to-Date Return: |
10.45% |
| Yield: |
0.80% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Apr-01 |
|
Sandeep Bhargava
Lead Manager since
15-Dec-05 |
|
| Bhargava, a managing director and portfolio manager of JP Morgan, joined the firm in 1997 and is a global equity portfolio manager in JP Morgans Global Portfolios Group based in London. |
| 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 high after tax return. The fund primarily invests in equity securities of companies from developed countries other than the United States but may also invest in equity securities of companies from emerging markets. The fund tries to minimize shareholder tax liability in connection with the fund's distribution of realized capital gains by minimizing the net gains available for distribution so it sells securities when the anticipated performance benefit justifies the resulting gain. It may invest in derivatives and engage in hedging techniques. |
| Last Dividend
(20-Dec-07):
|
0.20 |
| Last Cap Gain
(17-Dec-07):
|
0.39 |
| Annual Holdings Turnover
|
92.00% |
| Average for Category:
|
73.26% |
|
| Expense |
JFTAX |
Category
Avg |
| Total Expense Ratio: |
1.50%
|
1.45% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.25%
|
5.26% |
| Max Deferred Sales Load: |
0.00%
|
2.77% |
| 3 Yr Expense Projection*: |
$1,015 |
$676 |
| 5 Yr Expense Projection*: |
$1,370 |
$1,030 |
| 10 Yr Expense Projection*: |
$2,367 |
$2,027 |
|
|
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