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JPMorgan U.S. Applied Data Sci Val I (JPIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.73+0.16 (+0.54%)
At close: 08:01PM EDT

JPMorgan U.S. Applied Data Sci Val I

Columbus OH 43240

1111 Polaris Parkway, Ste. 2-j

JPMorgan Trust I

Management information
,Lead manager since 30 June 2021
Eric Moreau, executive director, is a data scientist on the Equity Data Science team. An employee since 2014, Eric focuses on alternative data and machine learning research. Eric previously worked on data initiatives as a member of the U.S. Structured Equity Quant Research and Core Research teams. Eric obtained a B.A. in Statistical Science and a B.A. in Economics from Cornell University.
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

CategoryLarge Value
Fund familyJPMorgan
Net assets169.25M
YTD return5.52%
Yield1.72%
Morningstar rating★★★
Inception date14 May 2006

Fund operations

Last dividend0.10
Last cap gain12.00
Holdings turnover17.00%
Average for categoryN/A

Fees and expenses

ExpenseJPIVXCategory average
Annual report expense ratio (net)0.44%0.94%
Prospectus net expense ratio0.44%N/A
Prospectus gross expense ratio0.59%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A