Advertisement
U.S. markets close in 1 hour 59 minutes
Advertisement

JPM America Equity A (acc) AUDH (0P0000ZWDV.BE)

Berlin - Berlin Delayed Price. Currency in AUD
25.64-0.26 (-1.00%)
As of 10:00PM CEST. Market open.

JPM America Equity A (acc) AUDH

European Bank & Business Centre 6, route de Trèves

+352 34 101
Management Information
Jonathan K.L. Simon,Lead Manager since January 31, 2014
Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
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.

Fund Overview

CategoryN/A
Fund FamilyJPMorgan Asset Management (Europe) S.à r.l.
Net AssetsN/A
YTD ReturnN/A
Yield0.00%
Morningstar RatingN/A1
Inception DateNov 24, 2004

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover43.04%
Average for CategoryN/A

Fees & Expenses

Expense0P0000ZWDV.BECategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A