JSOSX - JPMorgan Strategic Income Opportunities Fund Class I Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

JPMorgan Strategic Income Opportunities Fund Class I Shares

JPMorgan Trust I

1111 Polaris Parkway, Ste. 2-j

Columbus OH 43240

800-480-4111
Management Information
William H. Eigen,Lead Manager since October 9, 2008
William Eigen, Managing Director and CFA charterholder. In his role as lead portfolio manager for the Fund, he is responsible for establishing and monitoring the strategy allocation for the Fund within and among sectors and utilizing the research and insight of dedicated sector specialists in making day-to-day decisions regarding securities to be bought or sold by the Fund. Information on Mr. Eigen is described under the Total Return Fund. He holds a B.S. in finance from the University of Rhode Island and is a CFA charterholder. Bill has served on the Board of Directors of the Boston Security Analysts Society and is a current member of its Education Board.
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.
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

CategoryNontraditional Bond
Fund FamilyJPMorgan
Net Assets12.78B
YTD Return2.67%
Yield3.12%
Morningstar Rating★★★
Inception DateOct 9, 2008

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover39.00%
Average for CategoryN/A

Fees & Expenses

ExpenseJSOSXCategory Average
Annual Report Expense Ratio (net)0.79%1.19%
Prospectus Net Expense Ratio0.79%N/A
Prospectus Gross Expense Ratio0.87%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.13%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection270N/A
5 Yr Expense Projection474N/A
10 Yr Expense Projection1,065N/A