JPMorgan Growth & Income C
C/O Jpmorgan Distribution Services, Inc. 1111 Polaris Parkway, Ste. 2-j Columbus OH 4
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Phone: 800-480-4111
| Category: | Large Value | | Fund Family: | JPMorgan | | Net Assets: | 2.45M | | Year-to-Date Return: | 19.42% | | Yield: | 1.42% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-98 |
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Jonathan Kendrew Llewelyn Simon
Lead Manager since
01-Jan-02 | | | Simon is a managing director and has worked as a portfolio manager for JPMIM and its affiliates (or their predecessors) since 1987 and has been employed by the firm since 1980 and is currently a managing director of JPMIM. He joined the New York office in 1987 and served as president of Robert Fleming's U.S. asset management operations from 1990 until 2000. Simon holds the Certified Public Accountant designation. |
| 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 to provide capital growth over the long-term and earn income from dividends. The fund invests normally at least 80% of assets in common stocks. It invests in securities of companies with market capitalizations equal to those within the universe of S&P 500/Citigroup Value index stocks.While common stocks are the fund?s primary investment , the fund may invest significantly in real estate investment trusts (REITs) and deposit ary receipts. |
| Last Dividend
(30-Sep-09):
| 0.04 | | Last Cap Gain
(17-Dec-07):
| 5.25 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 75.50% |
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| Expense | VGICX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.20% Nasdaq 
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