JPMorgan Equity Focus Fund (JPFSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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JPMorgan Equity Focus Fund
Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j
JPMorgan Trust I
Management Information
Jonathan K.L. Simon,Lead Manager since July 28, 2011
Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management.
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 Blend
Fund FamilyJPMorgan
Net Assets244.5M
YTD Return24.29%
Yield0.25%
Morningstar Rating★★★★★
Inception DateJul 28, 2011
Fund Operations
Last Dividend0.09
Last Cap Gain13.00
Holdings Turnover29.00%
Average for CategoryN/A
Fees & Expenses
ExpenseJPFSXCategory Average
Annual Report Expense Ratio (net)1.10%0.84%
Prospectus Net Expense Ratio1.10%N/A
Prospectus Gross Expense Ratio1.19%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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