JPMorgan Investor Growth & Income C
JP Morgan Asset Management 245 Park Avenue
Phone: 800-480-4111
| Category: |
Moderate Allocation |
| Fund Family: |
JPMorgan |
| Net Assets: |
105.95M |
| Year-to-Date Return: |
-2.64% |
| Yield: |
1.50% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Jul-97 |
|
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 long-term capital appreciation and growth of income. The fund primarily invests in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities. It normally invests a majority of assets in J.P.Morgan equity funds, while a moderate portion of assets in J.P.Morgan income funds, and J.P. Morgan money market funds. |
| Last Dividend
(31-Dec-09):
|
0.07 |
| Last Cap Gain
(24-Dec-08):
|
0.64 |
| Annual Holdings Turnover
|
24.00% |
| Average for Category:
|
87.10% |
|
| Expense |
ONECX |
Category
Avg |
| Total Expense Ratio: |
2.26%
|
1.02% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
1.00%
|
2.71% |
| 3 Yr Expense Projection*: |
$715 |
$643 |
| 5 Yr Expense Projection*: |
$1,227 |
$981 |
| 10 Yr Expense Projection*: |
$2,633 |
$1,907 |
|
|
Help
0.10 (0.91%) 
Profile
