JPMorgan Capital Growth B
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
Map
Phone: 800-480-4111
| Category: | Mid-Cap Growth | | Fund Family: | JP Morgan | | Net Assets: | 14.69M | | Year-to-Date Return: | -10.09% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Nov-93 |
|
Timothy Parton
Lead Manager since
01-Jan-02 | | | Parton is a vice president of JP Morgan. He served as a co-portfolio manager of the firm since 1986. He joined the firm as an analyst and trainee portfolio manager on the U.S. large cap institutional team in London. In 1990 he transferred to New York to specialize in small cap investments. Parton holds Chartered Financial Analyst designation and is NASD Series 66 licensed. |
| 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 capital growth over the long term. The fund normally invests at least 80% of assets in a broad portfolio of common stocks of companies with market capitalizations equal to those within the universe of Russell Midcap Growth index stocks. It may invest any portion of assets in cash and cash equivalents, including affiliated money market funds, high-quality money market instruments or repurchase agreements. The fund is nondiversified. |
| Last Dividend
(15-Dec-06):
| 0.09 | | Last Cap Gain
(17-Dec-07):
| 4.83 | | Annual Holdings Turnover
| 121.00% | | Average for Category:
| 117.59% |
|
| Expense | VCGBX | Category
Avg | | Total Expense Ratio: | 1.64%
| 1.49% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 5.00%
| 2.67% | | 3 Yr Expense Projection*: |
$817 | $701 | | 5 Yr Expense Projection*: |
$1,092 | $1,080 | | 10 Yr Expense Projection*: |
$1,810 | $2,122 |
|
|
1.49% Nasdaq 
0.27%
Profile
