JPMorgan Growth Advantage B
C/O J.p. Morgan Fund Distributors, Inc. 1111 Polaris Parkway New York NY 10036
Map
Phone: 800-480-4111
| Category: | Mid-Cap Growth | | Fund Family: | JP Morgan | | Net Assets: | 4.29M | | Year-to-Date Return: | -12.94% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Oct-99 |
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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 |
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| The investment seeks long-term capital growth. The fund invests primarily in equity securities across all market capitalizations. It may invest in companies of one particular market capitalization category. |
| Last Dividend
(21-Dec-00):
| 0.00 | | Last Cap Gain
(30-Jan-01):
| 0.16 | | Annual Holdings Turnover
| 159.00% | | Average for Category:
| 117.29% |
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| Expense | VHIBX | Category
Avg | | Total Expense Ratio: | 2.06%
| 1.49% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 5.00%
| 2.67% | | 3 Yr Expense Projection*: |
$968 | $696 | | 5 Yr Expense Projection*: |
$1,353 | $1,084 | | 10 Yr Expense Projection*: |
$2,365 | $2,130 |
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0.29% Nasdaq 
0.14%
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