JPMorgan:US LCC +;R5 (JCPRX.O)

At A Glance

You hold JCPRX.O in 0 portfolios

Net Asset Value

29.07USD

 0.30 +1.04%

10/20/2014

Category
US Diversified Equity
YTD Return (Cumulative)
 4.49%
Classification
Alt Active Ext
5 Year Return (Annualized)
 15.74%
Manager Benchmark
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since April, 2006 »

 JCPRX.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 R Class
Inception Date05/15/2006
Portfolio Turnover122%
Dividend Yield--
Fund ManagerLuddy/Bao
Manager Tenure2006
JPMorgan Funds
522 Fifth Avenue
New York, NY 10036

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.85%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment--
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide a high total return. The Fund typically invests at least 80% of its assets in equities. The Fund will hold both long and short positions in these equities. The Fund seeks to maintain a net 100% long exposure to the equity market (long market value minus short market value).

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
28
Consistent Return
 
28
Capital Preservation
 
10912
Low Expense
 
14
Tax Efficiency (U.S. only)
 
28

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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