Canada markets closed

JPMorgan Preferred and Inc Scrts A (JPDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
9.28+0.03 (+0.32%)
At close: 08:05AM EDT

JPMorgan Preferred and Inc Scrts A

270 Park Avenue

JPMorgan Trust IV

Management Information
,Lead Manager since March 30, 2022
Lisa Coleman, Managing Director, is the head of the Global Investment Grade Corporate Credit team in the Global Fixed Income, Currency & Commodities (GFICC) group. Prior to joining the firm in 2008, Lisa was at Schroders Investment Management for eight years, serving as the head of Global Credit Strategies and the head of European Fixed Income. Previously, she was at Allmerica Financial for six years, managing core and corporate bond portfolios. Before this, Lisa was Deputy Manager of Global Fixed Income at Brown Brothers Harriman for five years, managing corporate bond, asset-backed security, mortgage-backed security and government bond portfolios. Prior to Brown Brothers Harriman, Lisa worked at Merrill Lynch in foreign exchange sales and at Travelers Insurance Company as an analyst and portfolio manager. Lisa began her career at the Federal Reserve Bank of New York, holding roles in the foreign exchange and foreign relations departments. Lisa holds a B.A. in economics from Trinity College, Hartford, Connecticut and a M.A. in international banking and finance from the School of International and Public Affairs at Columbia University, New York. In addition, she is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.
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

CategoryPreferred Stock
Fund FamilyJPMorgan
Net Assets854.71M
YTD Return3.80%
Yield5.11%
Morningstar RatingN/A1
Inception DateJul 31, 2022

Fund Operations

Last Dividend0.12
Last Cap Gain-7.00
Holdings Turnover14.00%
Average for CategoryN/A

Fees & Expenses

ExpenseJPDAXCategory Average
Annual Report Expense Ratio (net)1.35%1.00%
Prospectus Net Expense Ratio1.35%N/A
Prospectus Gross Expense Ratio1.67%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.00%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A