JPMorgan Trust I - JPMorgan Tax Aware Equity Fund (JPELX)
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JPMorgan Trust I - JPMorgan Tax Aware Equity Fund
Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j
JPMorgan Trust I
Management Information
,Lead Manager since October 29, 2008
Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation.
Morningstar Style Box
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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 Growth
Fund FamilyJPMorgan
Net Assets798.12M
YTD Return22.30%
Yield0.87%
Morningstar Rating★★★★
Inception DateJan 29, 1997
Fund Operations
Last Dividend0.26
Last Cap Gain57.00
Holdings Turnover31.00%
Average for CategoryN/A
Fees & Expenses
ExpenseJPELXCategory Average
Annual Report Expense Ratio (net)0.55%0.99%
Prospectus Net Expense Ratio0.55%N/A
Prospectus Gross Expense Ratio0.71%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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