JPMorgan Bond Instl
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
Map
Phone: 800-480-4111
| Category: | Intermediate-Term Bond | | Fund Family: | JP Morgan | | Net Assets: | 293.24M | | Year-to-Date Return: | -4.42% | | Yield: | 6.14% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Jul-93 |
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Timothy N. Neumann
Lead Manager since
31-Dec-00 | | | Neumann is a portfolio manager with Chase Asset Management. He has been an employee of JPMIM since 1997 and has been in the fixed income asset management business since 1986. Previously, he was a portfolio manager with Lehman Brothers Global Asset Management. Prior to that, he managed fixed-income portfolios at Allstate Insurance. Neumann holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $3,000,000 | | Min Initial Investment, IRA: | $3,000,000 | | 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 high total return with moderate risk of capital and maintenance of liquidity. The fund normally invests at least 80% of assets in debt investments including but not limited to U.S. government and agency securities, corporate bonds, private placements, asset-backed and mortgage-backed securities. It may invest at least 75% of assets in securities rated investment-grade, 65% of assets in securities rated A or better and up to 25% of assets in securities rated B or BB. The fund may also invest up to 25% of assets in foreign securities, including debt securities. |
| Last Dividend
(30-May-08):
| 0.05 | | Last Cap Gain
(15-Dec-05):
| 0.27 | | Annual Holdings Turnover
| 821.00% | | Average for Category:
| 197.60% |
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| Expense | JMIBX | Category
Avg | | Total Expense Ratio: | 0.49%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.17% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$177 | $472 | | 5 Yr Expense Projection*: |
$315 | $731 | | 10 Yr Expense Projection*: |
$717 | $1,448 |
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0.65% Nasdaq 
0.27%
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