JPMorgan SMID Cap Equity A (PECAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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JPMorgan SMID Cap Equity A
New York, NY 10167
245 Park Avenue
Jpmorgan Trust II
(800) 480-4111
Management Information
Daniel J. Percella,Lead Manager since October 31, 2020
Daniel J. Percella, CFA, Managing Director, and Portfolio Manager, joined JPMorgan in 2008. Prior to that, Daniel Percella was executive director and analyst and co-portfolio manager on the Small Cap Active Core Team. Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup. Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute. He is also a CFA charterholder.
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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
CategoryMid-Cap Blend
Fund FamilyJPMorgan
Net Assets390.58M
YTD Return1.93%
Yield0.35%
Morningstar Rating★★
Inception DateSept 8, 2016
Fund Operations
Last Dividend0.05
Last Cap Gain11.00
Holdings Turnover32.00%
Average for CategoryN/A
Fees & Expenses
ExpensePECAXCategory Average
Annual Report Expense Ratio (net)0.59%0.94%
Prospectus Net Expense Ratio0.59%N/A
Prospectus Gross Expense Ratio0.71%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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