JPMorgan Mid Cap Growth Sel
245 Park Avenue New York, NY 10167
Map
Phone: 800-480-4111
| Category: | Mid-Cap Growth | | Fund Family: | JPMorgan | | Net Assets: | 689.78M | | Year-to-Date Return: | 34.25% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Mar-89 |
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Timothy Parton
Lead Manager since
02-Mar-89 | | | Parton is managing director of JPMIM. He has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1988 and has been employed with the firm since 1986. He joined the firm as an analyst and trainee portfolio manager on the U.S. large cap institutional team in London. In 1990 he transferred to New York to specialize in small cap investments. Parton holds Chartered Financial Analyst designation and is NASD Series 66 licensed. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks growth of capital; current income is a secondary consideration. The fund normally invests at least 80% of assets in equity securities of mid-cap companies, including common stocks and debt securities and preferred stocks that are convertible to common stocks.Mid cap companies are companies with market capitalizations similar to those within the universe of the Russell Midcap Growth index at the time of purchase. |
| Last Dividend
(29-Nov-96):
| 0.10 | | Last Cap Gain
(18-Dec-08):
| 0.38 | | Annual Holdings Turnover
| 96.00% | | Average for Category:
| 132.16% |
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| Expense | HLGEX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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1.27% Nasdaq 0.00%
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