JPMorgan Investor Growth B
14 Place Vend?me
Map
Phone: 800-480-4111
| Category: | Large Blend | | Fund Family: | JPMorgan | | Net Assets: | 304.77M | | Year-to-Date Return: | 22.50% | | Yield: | 0.78% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-96 |
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Bala S. Iyer
Lead Manager since
10-Dec-96 | | | Iyer is a director and portfolio manager with Banc One Investment Advisors, his employer since 1995. His previous experience includes serving as portfolio manager and analyst at Zaske, Sarafa & Associates and as an equity analyst at NBD Bank in Detroit. He has also held the position of assistant professor, teaching finance and economics, at Albion College. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | 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 long-term capital appreciation. The fund primarily invests in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities. It normally invests a majority of assets in JPMorgan equity funds. The fund also invests a portion of assets in JPMorgan fixed-income and one or more money-market funds. |
| Last Dividend
(30-Jun-09):
| 0.00 | | Last Cap Gain
(24-Dec-08):
| 0.84 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 70.87% |
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| Expense | OGIGX | Category
Avg | | Total Expense Ratio: | 2.18%
| 1.09% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 982 | $774 | | 5 Yr Expense Projection*: |
$ 1,369 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,387 | $2,366 |
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2.03% Nasdaq 
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