JPMorgan Investor Conservative Growth B
JP Morgan Asset Management 245 Park Avenue
Phone: 800-480-4111
| Category: |
Conservative Allocation |
| Fund Family: |
JPMorgan |
| Net Assets: |
160.69M |
| Year-to-Date Return: |
-0.33% |
| Yield: |
2.43% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
10-Dec-96 |
|
Bala S. Iyer
Lead Manager since
10-Dec-96 |
|
| Iyer is a director and portfolio manager with Banc One Investment Advisors, his employer since 1995. His previous experience includes serving as portfolio manager and analyst at Zaske, Sarafa & Associates and as an equity analyst at NBD Bank in Detroit. He has also held the position of assistant professor, teaching finance and economics, at Albion College. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$25 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks income and capital appreciation. The fund primarily invests in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed-income and equity securities.The majority of the fund?s assets may be allocated to J.P. Morgan income funds and J.P. Morgan money market funds, although a portion of its assets also may be invested in J.P. Morgan equity funds including international equity funds and specialty funds. |
| Last Dividend
(29-Jan-10):
|
0.02 |
| Last Cap Gain
(24-Dec-08):
|
0.08 |
| Annual Holdings Turnover
|
32.00% |
| Average for Category:
|
74.77% |
|
| Expense |
OICGX |
Category
Avg |
| Total Expense Ratio: |
2.11%
|
0.86% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
4.91% |
| Max Deferred Sales Load: |
5.00%
|
2.61% |
| 3 Yr Expense Projection*: |
$963 |
$641 |
| 5 Yr Expense Projection*: |
$1,338 |
$984 |
| 10 Yr Expense Projection*: |
$2,324 |
$1,941 |
|
|
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