JPMorgan Investor Conservative Growth S
Finsbury Dials 20 Finsbury Street
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Phone: 800-480-4111
| Category: | Conservative Allocation | | Fund Family: | JPMorgan | | Net Assets: | 53.95M | | Year-to-Date Return: | 15.30% | | Yield: | 3.27% | | 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 income and capital appreciation. The fund primarily invests in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed-income and equity securities.The majority of the fund?s assets may be allocated to J.P. Morgan income funds and J.P. Morgan money market funds, although a portion of its assets also may be invested in J.P. Morgan equity funds including international equity funds and specialty funds. |
| Last Dividend
(30-Oct-09):
| 0.02 | | Last Cap Gain
(24-Dec-08):
| 0.08 | | Annual Holdings Turnover
| 32.00% | | Average for Category:
| 75.40% |
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| Expense | ONCFX | Category
Avg | | Total Expense Ratio: | 1.11%
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 408 | $638 | | 5 Yr Expense Projection*: |
$ 725 | $979 | | 10 Yr Expense Projection*: |
$ 1,624 | $1,930 |
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0.05% Nasdaq 
0.32%
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