Undiscovered Mgrs Behavioral Growth Inv
700 North Pearl Street
Phone: 800-480-4111
| Category: | Mid-Cap Growth | | Fund Family: | JPMorgan | | Net Assets: | 340.00K | | Year-to-Date Return: | -4.73% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jul-98 |
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Frederick W. Stanske
Lead Manager since
29-Dec-97 | | | Stanske is a portfolio manager at RJF Asset Management, his employer since 1996. Previously he was a vice president and research analyst at Fisher Investments. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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 believes have growth characteristics. Such common stocks include stocks of small- and mid-capitalization companie,similar to those that are included in the Russell 2500 Growth index. |
| Last Dividend
| N/A | | Last Cap Gain
(15-Dec-00):
| 1.14 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 138.22% |
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| Expense | UBRRX | Category
Avg | | Total Expense Ratio: | 1.65%
| 1.46% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$581 | $651 | | 5 Yr Expense Projection*: |
$1,020 | $1,030 | | 10 Yr Expense Projection*: |
$2,241 | $2,053 |
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0.24 (1.20%)
