Undiscovered Mgrs Behavioral Growth C
700 North Pearl Street
Phone: 800-480-4111
| Category: | Mid-Cap Growth | | Fund Family: | JPMorgan | | Net Assets: | 510.00K | | Year-to-Date Return: | 7.93% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jun-04 |
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Russell J. Fuller
Lead Manager since
29-Dec-97 | | | Fuller has been the President of RJF Asset Management since founding the firm in 1993. From 1990 to 1993 he was a vice president at Concord Capital Management. Prior to this, he was a professor of finance and chair of the department of finance at Washington State University. |
| 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 capital growth. The fund invests primarily in common stocks of U.S. companies that the fund's sub-adviser, Fuller & Thaler Asset Management, Inc. believes have growth characteristics. Such common stocks include stocks of small- and mid-capitalization companies. It normally invests substantially all of assets in common stocks. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 136.00% | | Average for Category:
| 128.17% |
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| Expense | UBGCX | Category
Avg | | Total Expense Ratio: | 2.15%
| 1.47% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.64% | | 3 Yr Expense Projection*: |
$716 | $680 | | 5 Yr Expense Projection*: |
$1,241 | $1,065 | | 10 Yr Expense Projection*: |
$2,680 | $2,102 |
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0.23 (1.19%)
