JPMorgan Disciplined Equity Ultra
Finsbury Dials 20 Finsbury Street
Map
Phone: 800-480-4111
| Category: | Large Blend | | Fund Family: | JPMorgan | | Net Assets: | 37.24M | | Year-to-Date Return: | 29.11% | | Yield: | 2.45% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Mar-03 |
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Raffaele Zingone
Lead Manager since
01-Jul-02 | | | Zingone is vice president of JPMIM. He has been a portfolio manager in the U.S. Equity Group since 2000 and has been a JPMIM employee since 1991. Zingone holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $15,000,000 | | 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 to provide a consistently high total return. The fund normally invests at least 80% of assets in equity securities. It primarily invests in large- and mid-capitalization U.S. companies. The fund seeks returns that modestly exceed those of the S&P 500 index over the long term with virtually the same level of volatility. |
| Last Dividend
(30-Sep-09):
| 0.05 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 78.74% |
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| Expense | JDEUX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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1.27% Nasdaq 
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