JPMorgan Investor Balanced Select
14 Place Vend?me
Map
Phone: 800-480-4111
| Category: | Moderate Allocation | | Fund Family: | JPMorgan | | Net Assets: | 144.83M | | Year-to-Date Return: | 19.01% | | Yield: | 2.81% | | 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: | $1,000,000 | | Min Initial Investment, IRA: | $1,000,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return consistent with the preservation of capital. The fund primarily invests in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity and fixed-income securities. It normally invests approximately 50% of assets in JPMorgan equity funds and approximately 50% of assets in JPMorgan fixed-income and one or more money-market funds. |
| Last Dividend
(30-Sep-09):
| 0.06 | | Last Cap Gain
(24-Dec-08):
| 0.33 | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 74.74% |
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| Expense | OIBFX | Category
Avg | | Total Expense Ratio: | 1.12%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 394 | $632 | | 5 Yr Expense Projection*: |
$ 696 | $951 | | 10 Yr Expense Projection*: |
$ 1,552 | $1,857 |
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2.03% Nasdaq 
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