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JPMorgan Intrepid Mid Cap Fund

ProfileAssetsFlowsFeesPerformanceRetirementManagers

JPMorgan Intrepid Mid Cap Fund

ProfileAssetsFlowsFeesPerformanceRetirementManagers

Profile

Data Providers

Overview

  • category
    Mid-Cap Core Funds
  • management type
    Active
  • total assets
    $998.1M
Read description

Advisors Using This Fund

  • Daniel Rayhim Babai
    Santa Barbara, CA
    <$1M in this fund
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Assets

Net Assets

Total Net Assets

$998.1M

(Through Feb 2017)

Display Assets By

(Select one)
  • Net Assets
  • Share Class
  • Distribution Channel
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$69.66M

(Through Feb 2017)

Display Flows By

(Select one)
  • Net Flows
  • Share Class
  • Distribution Channel
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio range

0.64% to 1.78%

There is no Fee data available to display at this time.
Why Do Investment Expenses Matter?
Ryan Alfred

Turnover

turnover

64.0%

There is no Turnover data available to display at this time.
Why Does Fund Turnover Matter?
Ryan Alfred

Performance

Growth of 10k

1 Year Return

-1.78% to -0.86%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Betacom Inc Profit Sharing Plan and Trust
15%
Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan
14%
Hughes-Anderson Heat Exchangers, Inc. Savings and Profit Sharing Plan
14%
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund
for Asset Managers

Managers

Current Fund Managers

  • Dennis S. Ruhl

    01-01-2008 - present

  • Phillip D. Hart

    01-01-2011 - present