JPMorgan Intrepid International A (JFTAX)
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JPMorgan Intrepid International A
JPMorgan Trust I
1111 Polaris Parkway, Ste. 2-j
Columbus OH 43240
800-480-4111
Management information
Zenah Shuhaiber,Lead manager since 30 December 2013
Zenah Shuhaiber, executive director, is a portfolio manager in the Global Equities Team based in London, with portfolio and research responsibilities for style-based strategies. An employee since 2005, she previously served an internship at JPMorgan Private Bank in 2004. She obtained a MA in Economics and Management at Oxford University. Zenah is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyJPMorgan
Net assets1.01B
YTD return3.69%
Yield0.00%
Morningstar rating★
Inception date29 Apr 2001
Fund operations
Last dividend1.01
Last cap gain0.00
Holdings turnover71.00%
Average for categoryN/A
Fees and expenses
ExpenseJFTAXCategory average
Annual report expense ratio (net)0.95%0.92%
Prospectus net expense ratio0.95%N/A
Prospectus gross expense ratio1.12%N/A
Max 12b1 fee0.25%N/A
Max front end sales load5.25%5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection846N/A
5-yr expense projection1,094N/A
10-yr expense projection1,802N/A
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