JPMorgan Large Cap Value C
245 Park Avenue New York, NY 10167
Map
Phone: 800-480-4111
| Category: | Large Value | | Fund Family: | JPMorgan | | Net Assets: | 2.40M | | Year-to-Date Return: | 29.68% | | Yield: | 1.37% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Mar-99 |
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Alan Gutmann
Lead Manager since
01-Sep-04 | | | Gutmann, vice president, is a portfolio manager with JPMIM or one of its affiliates since 2003 when he joined the firm. Prior to joining JPMorgan, he was a portfolio manager and research analyst at Neuberger Berman in 2002, at First Manhattan Co. in 2001 and at Oppenheimer Capital from 1991 until 2000. |
| 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 capital appreciation; current income is secondary. The fund normally invests at least 80% of assets in equity securities of large companies, including common stocks, and debt and preferred stocks which are convertible to common stock.Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000 Value Index at the time of purchase. |
| Last Dividend
(30-Jun-09):
| 0.01 | | Last Cap Gain
(17-Dec-07):
| 3.97 | | Annual Holdings Turnover
| 108.00% | | Average for Category:
| 75.50% |
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| Expense | OLVCX | 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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