JPMorgan Intl Opp C
JP Morgan Asset Management 245 Park Avenue
Phone: 800-480-4111
| Category: | Foreign Large Blend | | Fund Family: | JPMorgan | | Net Assets: | 800.00K | | Year-to-Date Return: | -4.74% | | Yield: | 2.28% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-07 |
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Jeroen Huysinga
Lead Manager since
30-Nov-05 | | | Huysinga, managing director, is a portfolio manager in the Global Equities Team. An employee since 1997, he previously spent two years at Lombard Odier (UK) Ltd., where he was a Japanese equity portfolio manager. Prior to this, he held positions with the British Steel pension fund as a UK analyst and latterly a Japanese equity portfolio manager, after beginning his career at Lloyds Bank. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide high total return. The fund invests primarily in equities issued by foreign companies located in developed countries. It may also invest to a limited extent in emerging-markets issuers. Developed countries include Australia, Canada, Japan, New Zealand, the United Kingdom, and most of the countries of western Europe; emerging markets include most other countries in the world. Equity securities in which the fund can invest may include common stocks, preferred stocks, convertible securities, depositary receipts and warrants and rights to buy common stocks. |
| Last Dividend
(21-Dec-09):
| 0.27 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 85.00% | | Average for Category:
| 98.31% |
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| Expense | JIOCX | Category
Avg | | Total Expense Ratio: | 1.90%
| 1.40% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.70% | | 3 Yr Expense Projection*: |
$597 | $702 | | 5 Yr Expense Projection*: |
$1,026 | $1,084 | | 10 Yr Expense Projection*: |
$2,222 | $2,157 |
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0.24 (2.14%)
