摩根基金-JPM美國小型企業股票(美元)-A股perf(累計)

31.26美元0.65(2.04%)
2021/03/05更新
績效 / 
1月2.19%
3月8.02%
1年32.85%
晨星評等

基本資料

基金公司/總代理人
摩根證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美國小型股票
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
Russell 2000 NR USD
晨星組別基準指數
Russell 2000 TR USD
基金規模
1,878.87百萬截至 2021-03-05
年初至今報酬率
3.96%
殖利率
0.00
晨星評等
成立日期
2005-03-31

投資策略

透過主要投資於北美洲微型企業公司,以期提供長期資本增值。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Brachle Jon
  • 資歷 4年(2017-05-31 至今)
  • Percella Daniel
  • 資歷 7年(2014-04-30 至今)
  • Daniel J. Percella, CFA, Managing Director, and Portfolio Manager, joined JPMorgan in 2008. Prior to that, Daniel Percella was executive director and analyst and co-portfolio manager on the Small Cap Active Core Team. Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup.  Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute.  He is also a CFA charterholder.
  • San Jose Don
  • 資歷 12年(2008-11-18 至今)
  • Don San Jose, CFA, Managing Director, has been an analyst with the U.S. small cap equity group since 2004 and a portfolio manager since 2007. An employee since 2000, Don was an analyst in JPMorgan Securities' equity research department covering capital goods companies before joining the small cap group. Prior to joining the firm, he was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in finance from The Wharton School of the University of Pennsylvania and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder.

基金費用

最低認購金額
28,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
摩根證券投資信託股份有限公司
聯絡電話
(02) 8726-8686
基金顧問地址
台北市信義區松智路1 號20 樓
基金顧問網址
www.jpmrich.com.tw