OLVAX - JPMorgan Large Cap Value A

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JPMorgan Large Cap Value A

Jpmorgan Trust II245 Park AvenueNew York, NY 10167
Management Information
Scott Blasdell,Lead Manager since April 3, 2013
Scott Blasdell, managing director, is a portfolio manager in the U.S. Equity Group responsible for Large Cap Value portfolios. An employee since 1999, Scott started as a research analyst covering REITs then in 2001 became portfolio manager of JPMorgan’s REIT strategies. In 2008, Scott moved to the U.S. Disciplined Equity Team to manage large cap core and value strategies. Prior to JPMorgan, Scott worked as a research analyst at Merrill Lynch Asset Management and Wellington Management. Scott earned a B.A. in economics from Williams College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder.
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

CategoryLarge Value
Fund FamilyJPMorgan
Net Assets1.19B
YTD Return9.71%
Morningstar Rating★★★★
Inception DateFeb 17, 1992

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover145.00%
Average for CategoryN/A

Fees & Expenses

ExpenseOLVAXCategory Average
Annual Report Expense Ratio (net)0.92%1.04%
Prospectus Net Expense Ratio0.93%N/A
Prospectus Gross Expense Ratio1.13%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.25%5.20%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection846N/A
5 Yr Expense Projection1,096N/A
10 Yr Expense Projection1,811N/A