JPMorgan:Govt Bd;Sel (HLGAX.O)

At A Glance

You hold HLGAX.O in 0 portfolios

Net Asset Value

10.99USD

 -0.01 -0.09%

09/17/2014

Category
General Domestic
YTD Return (Cumulative)
 3.32%
Classification
General US Govt
5 Year Return (Annualized)
 4.31%
Manager Benchmark
Lipper Gen US Govt Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 HLGAX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyJPMorgan Select Cls
Inception Date02/08/1993
Portfolio Turnover5%
Dividend Yield--
Fund ManagerSais/Manning
Manager Tenure1996
JPMorgan Funds
522 Fifth Avenue
New York, NY 10036

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.47%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$1,000,000
Subsequent Investments$0
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks high current income with liquidity and safety of principal. The Fund limits its investments to securities issued by the U.S. government and its agencies and instrumentalities. The Fund mainly invests in government bonds with intermediate to long remaining maturities, including mortgage-backed securities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
109
Consistent Return
 
109
Capital Preservation
 
4990
Low Expense
 
226
Tax Efficiency (U.S. only)
 
109

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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