JPMorgan US Large Cap Core Plus A
JPMorgan Trust I 1111 Polaris Parkway, Ste. 2-j Columbus OH 43240
Phone: 800-480-4111
| Category: | Large Blend | | Fund Family: | JPMorgan | | Net Assets: | 352.62M | | Year-to-Date Return: | -4.04% | | Yield: | 0.56% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-05 |
|
Thomas Luddy
Lead Manager since
01-Nov-05 | | | Luddy is a managing director of JPMIM. An employee since 1976, he has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. Luddy began as an equity research analyst, becoming a portfolio manager in 1982 and has managed portfolios in his various roles for most of the past 18 years. Luddy holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks to provide a high total return. The fund invests normally at least 80% of assets in different U.S. securities, selected from a universe of publicly traded large-capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 indices. It takes long and short positions mainly in equity securities and derivatives on those securities of companies that each have a market capitalization of at least $4 billion. |
| Last Dividend
(21-Dec-09):
| 0.10 | | Last Cap Gain
(17-Dec-07):
| 0.65 | | Annual Holdings Turnover
| 116.00% | | Average for Category:
| 80.36% |
|
| Expense | JLCAX | Category
Avg | | Total Expense Ratio: | 1.83%
| 1.10% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.25% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$1,136 | $768 | | 5 Yr Expense Projection*: |
$1,595 | $1,311 | | 10 Yr Expense Projection*: |
$2,863 | $2,413 |
|
|
0.20 (1.17%)
