JPMorgan U.S. Equity R5
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
Phone: 800-480-4111
| Category: |
Large Blend |
| Fund Family: |
JP Morgan |
| Net Assets: |
87.42M |
| Year-to-Date Return: |
10.49% |
| Yield: |
1.16% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
15-May-06 |
|
Thomas Luddy
Lead Manager since
01-Feb-06 |
|
| Luddy is a managing director of JPMIM. An employee since 1976, he has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. Luddy began as an equity research analyst, becoming a portfolio manager in 1982 and has managed portfolios in his various roles for most of the past 18 years. Luddy holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$5,000,000 |
| Min Initial Investment, IRA: |
$5,000,000 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks to provide high total return. The fund invests at least 80% of assets in equity securities of U.S. companies. It primarily invests in large- and medium-capitalization U.S. companies. The fund seeks to produce returns that exceed those of the S&P 500 index. It primarily invests in common stocks, depositary receipts, exchange-traded funds (ETFs) and real estate investment trusts (REITs). |
| Last Dividend
(20-Dec-07):
|
0.04 |
| Last Cap Gain
(17-Dec-07):
|
1.56 |
| Annual Holdings Turnover
|
112.00% |
| Average for Category:
|
70.73% |
|
| Expense |
JUSRX |
Category
Avg |
| Total Expense Ratio: |
0.59%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$202 |
$584 |
| 5 Yr Expense Projection*: |
$356 |
$899 |
| 10 Yr Expense Projection*: |
$805 |
$1,778 |
|
|
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