JPMorgan Multi-Cap Market Neutral B
Jpmorgan Trust II 245 Park Avenue New York, NY 10167
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Phone: 800-480-4111
| Category: | Long-Short | | Fund Family: | JPMorgan | | Net Assets: | 10.64M | | Year-to-Date Return: | -1.72% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 23-May-03 |
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Bala S. Iyer
Lead Manager since
23-May-03 | | | 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: | $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 preservation and growth. The fund primarily invests in common stocks that the adviser considers to be attractive and ?short selling? stocks that the adviser considers to be unattractive. It invests in securities across different industries, sectors and capitalization levels. The fund intends to maintain approximately equal value exposure in its long and short positions. |
| Last Dividend
(31-Mar-08):
| 0.04 | | Last Cap Gain
(15-Dec-05):
| 0.32 | | Annual Holdings Turnover
| 175.00% | | Average for Category:
| 336.83% |
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| Expense | OGNBX | Category
Avg | | Total Expense Ratio: | %
| 2.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.51% | | Max Deferred Sales Load: | 5.00%
| 1.94% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,764 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $3,464 |
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0.31% Nasdaq 0.00%
0.03 (0.31%) 
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