JPMorgan Disciplined Equity Ultra
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
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Phone: 800-480-4111
| Category: | Large Blend | | Fund Family: | JP Morgan | | Net Assets: | 111.07M | | Year-to-Date Return: | -13.21% | | Yield: | 2.05% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Mar-03 |
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Raffaele Zingone
Lead Manager since
01-Jul-02 | | | Zingone is vice president of JPMIM. He is also a portfolio manager in the U.S. Equity Group. He was a research analyst following the aerospace, environmental, and diversified manufacturing sectors prior to his current position. Zingone holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $20,000,000 | | Min Initial Investment, IRA: | $20,000,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide a consistently high total return. The fund normally invests at least 80% of assets in equity securities. It primarily invests in large- and mid-capitalization U.S. companies. The fund seeks returns that modestly exceed those of the S&P 500 index over the long term with virtually the same level of volatility. |
| Last Dividend
(30-Jun-08):
| 0.08 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 59.00% | | Average for Category:
| 71.12% |
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| Expense | JDEUX | Category
Avg | | Total Expense Ratio: | 0.35%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$128 | $576 | | 5 Yr Expense Projection*: |
$228 | $875 | | 10 Yr Expense Projection*: |
$523 | $1,735 |
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0.29% Nasdaq 
0.14%
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