JPMorgan US Research Enhanced Equity A (JDEAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 08:05AM EDT
JPMorgan US Research Enhanced Equity A
Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j
JPMorgan Trust I
Management Information
,Lead Manager since June 30, 2002
Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyJPMorgan
Net Assets8.59B
YTD Return6.69%
Yield0.82%
Morningstar Rating★★★★
Inception DateMar 23, 2003
Fund Operations
Last Dividend0.05
Last Cap Gain34.00
Holdings Turnover32.00%
Average for CategoryN/A
Fees & Expenses
ExpenseJDEAXCategory Average
Annual Report Expense Ratio (net)0.35%0.78%
Prospectus Net Expense Ratio0.35%N/A
Prospectus Gross Expense Ratio0.58%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.