JPMorgan Intrepid International Inst
JPMorgan Trust I 1111 Polaris Parkway, Ste. 2-j Columbus OH 43240
Phone: 800-480-4111
| Category: |
Foreign Large Blend |
| Fund Family: |
JPMorgan |
| Net Assets: |
110.49M |
| Year-to-Date Return: |
-4.98% |
| Yield: |
2.03% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Apr-01 |
|
Howard Williams
Lead Manager since
15-Dec-05 |
|
| Williams, managing director, is head of the Global Equities Team, based in London, responsible for all multi-market investment in JPMorgan and JF Asset Management. An employee since 1994, he was previously employed at Shell Pensions in London as senior portfolio manager and head of UK equities. Prior to this, he spent three years managing global invested offshore pension funds in Bermuda for Shell Trust. |
| Min Initial Investment: |
$3,000,000 |
| Min Initial Investment, IRA: |
$3,000,000 |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks to maximize long-term capital growth. The fund primarily invests in equity securities of companies from developed countries other than the United States. It may invest in equity securities of companies from emerging markets. The fund may invest in shares of exchange-traded funds (ETFs), affiliated money market funds and other investment companies. |
| Last Dividend
(21-Dec-09):
|
0.30 |
| Last Cap Gain
(17-Dec-07):
|
0.39 |
| Annual Holdings Turnover
|
95.00% |
| Average for Category:
|
98.31% |
|
| Expense |
JFTIX |
Category
Avg |
| Total Expense Ratio: |
1.00%
|
1.40% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.38% |
| Max Deferred Sales Load: |
%
|
2.70% |
| 3 Yr Expense Projection*: |
$346 |
$702 |
| 5 Yr Expense Projection*: |
$610 |
$1,084 |
| 10 Yr Expense Projection*: |
$1,363 |
$2,157 |
|
|
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