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PGMIX JPMorgan Market Expansion Enh Idx Select

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Fund PGMIX JPMorgan Market Expansion Enh Idx Select
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Similarity
?
100%
Annual Fees
?
$36.98
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$46,970.18
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 13.52%
3 YR 9.73%
5 YR 15.46%
10 YR 8.48%
Description
The investment seeks to provide investment results that correspond to or incrementally exceed the total return performance of an index that tracks the performance of the small- and mid-capitalization equity markets. Under normal circumstances, the fund will hold at least 80% of its assets in stocks in the S&P 1000 Index. "Assets" means net assets, plus the amount of borrowings for investment purposes. The S&P 1000 Index is an index which includes stocks of small- and mid-capitalization companies. These securities trade on national exchanges, as well as over-the-counter as part of the National Market System.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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