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JPMorgan Emerging Markets Equity R2 (JHUJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
29.01+0.05 (+0.17%)
As of 08:05AM EDT. Market open.

JPMorgan Emerging Markets Equity R2

Columbus OH 43240

1111 Polaris Parkway, Ste. 2-j

JPMorgan Trust I

Management Information
,Lead Manager since August 31, 2005
Austin Forey, Portfolio Manager and Managing Director, has been at JPMorgan (or one of its predecessors) since 1988 and is responsible for global emerging markets portfolios, a role he has fulfilled since 1994. Prior to this he worked in the U.K. team, where he was deputy head of U.K. research. Before this, Austin worked as a research analyst covering engineering, and subsequently all financial sectors. Austin obtained a B.A. in Modern Languages from Cambridge University, and earned a Ph.D. in Modern Languages from Cambridge 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.

Fund Overview

CategoryDiversified Emerging Mkts
Fund FamilyJPMorgan
Net Assets7.62B
YTD Return6.66%
Yield1.03%
Morningstar Rating★★
Inception DateDec 22, 2013

Fund Operations

Last Dividend0.29
Last Cap Gain0.00
Holdings Turnover29.00%
Average for CategoryN/A

Fees & Expenses

ExpenseJHUJXCategory Average
Annual Report Expense Ratio (net)0.79%1.23%
Prospectus Net Expense Ratio0.79%N/A
Prospectus Gross Expense Ratio0.81%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A