JPMorgan India C
JPMorgan Trust I 1111 Polaris Parkway, Ste. 2-j Columbus OH 43240
Phone: 800-480-4111
| Category: |
Pacific/Asia ex-Japan Stk |
| Fund Family: |
JPMorgan |
| Net Assets: |
4.42M |
| Year-to-Date Return: |
-4.79% |
| Yield: |
0.00% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
01-May-07 |
|
Edward Pulling
Lead Manager since
01-May-07 |
|
| managing director,He joined the firm in 1995 as an investment manager. Immediately prior to joining the firm, Ted spent a year as vice president of institutional sales with Goldman Sachs in Singapore, focusing on the Thai, Indonesian and Indian markets. Before joining Goldman Sachs he spent five years at W.I. Carr, first as research analyst in Hong Kong, then research manager in Thailand and later as head of Asian emerging market sales in Singapore. |
| 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 long-term capital growth. The fund normally invests at least 80% of assets in equity securities of India companies or instruments that have similar economic characteristics. It may invest up to 20% of total assets in debt securities issued by governmental entities and private issuers. The fund is nondiversified. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
45.00% |
| Average for Category:
|
87.64% |
|
| Expense |
JIDCX |
Category
Avg |
| Total Expense Ratio: |
2.50%
|
1.99% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
5.21% |
| Max Deferred Sales Load: |
1.00%
|
2.48% |
| 3 Yr Expense Projection*: |
$858 |
$946 |
| 5 Yr Expense Projection*: |
$1,489 |
$2,086 |
| 10 Yr Expense Projection*: |
$3,186 |
$2,849 |
|
|
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