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JPMorgan Disciplined Equity A (JDEAX)

On Feb 9: 13.56 USD  Up 0.17 (1.27%)  
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JP MORGAN DISCIPLINED EQUITY FU Delayed quote dataEdit
Net Asset Value: 13.56
Trade Time: Feb 9
Change: Up 0.17 (1.27%)
Prev Close: 13.56
YTD Return*: 4.75%
Net Assets*: 1.72M
Yield*: 1.23%
* As of 31-Dec-07
JPMorgan Disciplined Equity A (JDEAX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 1.72M
Category: Large Blend
Total Expense Ratio: 0.85%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 4.75%
5y Avg Return: 12.21%
Rank in Category (ytd): 982
% Rank in Category (ytd): 46.99%
Beta (3y): 1.03
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to provide a consistently high total return. The fund normally invests at least 80% of assets in equity securities. It primarily invests in large- and mid-capitalization U.S. companies. The fund seeks returns that modestly exceed those of the S&P 500 index over the long term with virtually the same level of volatility.
Fund Profile


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