JPMorgan China Region A
JPMorgan Trust I 1111 Polaris Parkway, Ste. 2-j Columbus OH 43240
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Phone: 800-480-4111
| Category: | Pacific/Asia ex-Japan Stk | | Fund Family: | JPMorgan | | Net Assets: | 4.81M | | Year-to-Date Return: | -8.36% | | Yield: | 0.42% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Feb-07 |
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Howard Wang
Lead Manager since
28-Feb-07 | | | Wang, a managing director, has been with JFIMI since 2005. He is a regional investment manager and head of the Greater China team which forms part of the Pacific Regional Group in Hong Kong. Prior to joining JFIMI, Wang was a managing director for Equities at Goldman Sachs and President of Goldman Sachs (Asia) Taipei branch and a Board Member of Goldman Sachs (Asia) LLC. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in equity securities of companies in the China region or instruments that have similar economic characteristics. It may invest up to 20% of assets in debt securities issued by governmental entities and private issuers. The fund is nondiversified. |
| Last Dividend
(21-Dec-09):
| 0.07 | | Last Cap Gain
(17-Dec-07):
| 0.11 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 87.64% |
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| Expense | JCHAX | Category
Avg | | Total Expense Ratio: | 2.03%
| 1.99% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.21% | | Max Deferred Sales Load: | %
| 2.48% | | 3 Yr Expense Projection*: |
$ 1,348 | $946 | | 5 Yr Expense Projection*: |
$ 2,000 | $2,086 | | 10 Yr Expense Projection*: |
$ 3,736 | $2,849 |
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