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JPMorgan Large Cap Value A (OLVAX)

12.50 Down 0.79(5.94%) Jun 24

Profile as of May 30, 2016Get Profile for:
JPMorgan Large Cap Value A
Jpmorgan Trust II245 Park AvenueNew York, NY 10167
Phone: 800-480-4111
Fund Overview 
Category:Large Value
Fund Family:JPMorgan
Net Assets:745.97M
Year-to-Date Return:5.50%
Morningstar Rating:3 stars
Fund Inception Date:Feb 18, 1992
Morningstar Style Box 
Large Value
[View Category Definition]
View Top Large Value Funds
About the Morningstar Style Box
Management Information 
Scott Blasdell
Lead Manager since Apr 4, 2013
Scott Blasdell, managing director, is a portfolio manager in the U.S. Equity Group responsible for Large Cap Value portfolios. An employee since 1999, Scott started as a research analyst covering REITs then in 2001 became portfolio manager of JPMorgan’s REIT strategies. In 2008, Scott moved to the U.S. Disciplined Equity Team to manage large cap core and value strategies. Prior to JPMorgan, Scott worked as a research analyst at Merrill Lynch Asset Management and Wellington Management. Scott earned a B.A. in economics from Williams College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:1,000
Min Subsequent Investment:50
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
OLVAX can be purchased from 130 brokerages.

Fund Summary 
The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in equity securities of large companies, including common stocks, and debt and preferred stocks which are convertible to common stock. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.

Fund Operations 
Last Dividend (Mar 28, 2016) : 0.04
Last Cap Gain : 0.00
Annual Holdings Turnover (Jun 22, 2016) : 143.00%
Average for Category:44.24%
Fees & Expenses 
ExpenseOLVAXCategory Avg
Annual Report Expense Ratio (net):0.93%1.10%
Prospectus Net Expense Ratio:0.93%N/A
Prospectus Gross Expense Ratio:1.11%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.25%5.36%
Max Deferred Sales Load: N/A2.03%
3 Yr Expense Projection*:842517
5 Yr Expense Projection*:1,088780
10 Yr Expense Projection*:1,7901,577
* Per $10,000 invested