Frankfurt - Delayed Quote EUR

JPM Glbl Rsr Enh Idx Eq I (acc)EUR (0P0000WFWG.F)

408.40 -7.03 (-1.69%)
At close: April 25 at 10:00 PM GMT+2

Fund Summary

JPM Glbl Rsr Enh Idx Eq I (acc)EUR

European Bank & Business Centre 6, route de Trèves
+352 34 101

Fund Overview

Category --
Fund Family JPMorgan Asset Management (Europe) S.à r.l.
Net Assets --
YTD Return 11.72%
Yield 0.00%
Morningstar Rating
Inception Date Sep 23, 2019

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 32.43%
Average for Category --

Fees & Expenses

Expense 0P0000WFWG.F Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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