OTC Markets OTCPK - Delayed Quote USD

JPMorgan Evergreen (0P00001DS4)

32.38
-0.21
(-0.64%)
At close: May 22 at 4:00:00 PM EDT

Fund Summary

JPMorgan Evergreen

8 Connaught Road Central
(852) 22651133

Fund Overview

Category --
Fund Family JPMorgan Funds (Asia) Limited
Net Assets 73.16M
YTD Return -1.31%
Yield 0.00%
Morningstar Rating
Inception Date Feb 02, 2004

Fund Operations

Fees & Expenses

Expense 0P00001DS4 Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

董事总经理，现任摩根资产管理多资产团队（Multi-Asset Solutions）的基金经理，驻于香港。 Leon 在Amundi Hong Kong Limited担任亚洲多元资产投资主管后加入团队。 在加入 Amundi 之前，Leon 曾在高盛私人财富管理、汇丰环球资产管理（香港）和安盛投资经理担任高级投资职务。 Leon 毕业于墨尔本的莫纳什大学，获得理学学士学位（计算机科学、会计和经济学），并于1997 年成为CFA持证人。

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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