JPMorgan Equity Index I HLEIX |
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Release date as of 2024-09-30. Data on page is subject to change. |
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Fees and Expenses |
Taken from prospectus dated 2023-11-01 |
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Maximum Sales Fees |
Maximum Sales Charge |
--- |
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Maximum Fees |
Administrative |
0.08%
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Management |
0.04%
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12b-1 |
--- |
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Actual Fees |
12b-1 |
--- |
Management |
0.04%
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Prospectus Net Expense Ratio |
0.20%
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Total Annual Operating Expense |
0.38%
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Type |
Date |
% |
ExpenseRatio |
Contractual |
2024-10-31 |
0.18 |
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Inception Date: 1991-07-02 |
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Mngr Name |
Michael Loeffler |
Mngr Start Date |
2004-01-01 |
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Biography |
Michael Loeffler, Vice President of JPMIA and a CFA charterholder. Mr. Loeffler has been employed by JPMIA since 1999 when he joined as an investment operations analyst. |
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Mngr Name |
Nicholas W. D'Eramo |
Mngr Start Date |
2014-11-01 |
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Biography |
Nicholas D’Eramo is the portfolio manager responsible for the day-to-day management of the Fund, a position he has held since July 2006. D’Eramo has been employed by JPMIM or one of its affiliates since 2000. |
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Mngr Name |
Alex Hamilton |
Mngr Start Date |
2019-11-01 |
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Biography |
Mr. Hamilton has been a portfolio manager for JPMIM since April 2017. Prior to joining JPMIM, he was an assistant portfolio manager at the Ohio Public Employees Retirement System from 2013 until 2017. Before that time, he worked at Huntington National Bank in the corporate treasury and mortgage capital markets departments. Mr. Hamilton is a CFA charterholder. |
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J.P. Morgan Investment Management, Inc. |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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