|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.03B |
| Category: |
Moderate Allocation |
| Total Expense Ratio: |
0.47% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
6.23% |
| 5y Avg Return: |
11.29% |
| Rank in Category (ytd): |
794 |
| % Rank in Category (ytd): |
71.99% |
| Beta (3y): |
1.01 |
| Morningstar Risk Rating: |
Above average |
|
| 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 JPMorgan equity funds, while a moderate portion of assets in JPMorgan fixed-income and one or more money-market funds. |
|
| Fund Profile |
|
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