JPMorgan Growth Advantage B
C/O J.p. Morgan Fund Distributors, Inc. 1111 Polaris Parkway New York NY 10036
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Phone: 800-480-4111
| Category: | Mid-Cap Growth | | Fund Family: | JPMorgan | | Net Assets: | 3.70M | | Year-to-Date Return: | 30.04% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Oct-99 |
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Christopher Mark Vyvyan Jones
Lead Manager since
01-Jan-02 | | | 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 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund invests primarily in common stocks across all market capitalizations. It may invest in companies of one particular market capitalization category. |
| Last Dividend
(21-Dec-00):
| 0.00 | | Last Cap Gain
(30-Jan-01):
| 0.16 | | Annual Holdings Turnover
| 119.00% | | Average for Category:
| 132.16% |
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| Expense | VHIBX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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1.27% Nasdaq 0.00%
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