JPMorgan Dynamic Small Cap Growth Sel
Finsbury Dials 20 Finsbury Street
Map
Phone: 800-480-4111
| Category: | Small Growth | | Fund Family: | JPMorgan | | Net Assets: | 46.89M | | Year-to-Date Return: | 14.97% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Apr-99 |
|
Christopher Mark Vyvyan Jones
Lead Manager since
29-Sep-04 | | | Jones joined JPMorgan Investment Advisors in July 2004. He is the chief investment officer of the U.S. Equity Growth and Small Cap team and has worked as a portfolio manager with various affiliates of JPMIM since 1982. Jones holds the Chartered Financial Analyst disignation. |
| 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 |
|
| |
| The investment seeks capital growth over the long term. The fund normally invests at least 80% of assets in equity securities of small-cap companies with market capitalizations equal to those within the universe of Russell 2000 Growth index and/or with market capitalizations of less than $3.5 billion at the time of purchase. It invests primarily in common stocks. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(17-Dec-07):
| 1.80 | | Annual Holdings Turnover
| 83.00% | | Average for Category:
| 132.21% |
|
| Expense | JDSCX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 527 | $680 | | 5 Yr Expense Projection*: |
$ 966 | $1,078 | | 10 Yr Expense Projection*: |
$ 2,187 | $2,174 |
|
|
0.50% Nasdaq 
0.02 (0.14%) 
Profile
