Phillip Hart - JPMorgan Intrepid Insider

JPMorgan Intrepid Mid Cap C -- USA Fund  

USD 20.7  0.15  0.73%

Fund Manager since November 1, 2011

An employee since 2003 his responsibilities include managing structured smallcap core and smallcap value accounts. Previously he worked on quantitative research and the daily implementation and maintenance of portfolios for the group. Phillip obtained a BA in economics from Cornell University and is a CFA charterholder.
  Money Manager Since 2011  CFA    

Management Performance (%)

Fund Summary

Under normal circumstances, at least 80% of the fund's assets will be invested in common and preferred stocks, rights, warrants, convertible securities and other equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations similar to those within the universe of the Russell Midcap? Index at the time of purchase.The fund is listed under Mid-Cap Blend category and is part of JPMorgan family.
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Top Management

JPMorgan Intrepid Mid Leadership Team
Phillip Hart, Money Manager, CFA

Fund Performance

JPMorgan Intrepid Performance Indicators