Undiscovered Mgrs Behavioral Growth B
700 North Pearl Street
Phone: 800-480-4111
| Category: |
Mid-Cap Growth |
| Fund Family: |
JPMorgan |
| Net Assets: |
350.00K |
| Year-to-Date Return: |
-4.72% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
04-Jun-04 |
|
Frederick W. Stanske
Lead Manager since
29-Dec-97 |
|
| Stanske is a portfolio manager at RJF Asset Management, his employer since 1996. Previously he was a vice president and research analyst at Fisher Investments. |
| 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 capital growth. The fund invests primarily in common stocks of U.S. companies that the fund?s sub-adviser believes have growth characteristics. Such common stocks include stocks of small- and mid-capitalization companie,similar to those that are included in the Russell 2500 Growth index. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
102.00% |
| Average for Category:
|
138.22% |
|
| Expense |
UMGBX |
Category
Avg |
| Total Expense Ratio: |
2.15%
|
1.46% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
5.00%
|
2.68% |
| 3 Yr Expense Projection*: |
$1,062 |
$651 |
| 5 Yr Expense Projection*: |
$1,532 |
$1,030 |
| 10 Yr Expense Projection*: |
$2,763 |
$2,053 |
|
|
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