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Jpmorgan Tax Aware Income Opportunities Fund Class I (JTASX)

Fundos dos EUA

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Dados históricos de JPMorgan Tax Aware Income Opp Sel, para cotação em tempo real realize outra pesquisa, por favor

10,03 0,00 0,00%

04/05 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 129,31M

Tipo: Fundo

Mercado: EUA

Emissor: JPMorgan

Classe de Ativo: Ações

JTASX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Jpmorgan Tax Aware Income Opportunities Fund Class I. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de JTASX, entre outras informações.

Categoria

Muni National Short

Total de ativos

129,31M

Despesas

0,50%

Data de início

40603

Informações de Contato

Endereço 270 Park Avenue
London,NY EC2V 7EN
United Kingdom

Telefone 1-800-480-4111

Fax +1 646 534 2254

Site www.jpmorganfunds.com

Principais Executivos

Nome	Título	Desde	Até
Kevin M. Ellis	Executive Director	2014	2018
Biografia	Mr. Ellis, CFA charterholder and Executive Director, is a portfolio manager in the U.S. Fixed Income Group. An employee of JPMIM and/or its affiliates since May 2003, he is responsible for managing separate accounts in the Municipal Bond Group. Previously, Mr. Ellis worked at Alliance Capital/Sanford Bernstein from 1995 through 2003 as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder
William H. Eigen	Managing Director	2011	2018
Biografia	William Eigen, Managing Director and CFA charterholder. In his role as lead portfolio manager for the Fund, he is responsible for establishing and monitoring the strategy allocation for the Fund within and among sectors and utilizing the research and insight of dedicated sector specialists in making day-to-day decisions regarding securities to be bought or sold by the Fund. Information on Mr. Eigen is described under the Total Return Fund. He holds a B.S. in finance from the University of Rhode Island and is a CFA charterholder. Bill has served on the Board of Directors of the Boston Security Analysts Society and is a current member of its Education Board.
Richard D. Taormina	Managing Director	2011	2018
Biografia	Richard Taormina, Managing Director, has been an employee of JPMIM and/or its affiliates since 1997. Mr. Taormina is responsible for managing municipal mutual funds, institutional fixed income accounts and quantitative analysis. Previously, Mr. Taormina was a Certified Financial Planner for the Financial Advisory Group, where he was an investment analyst. Prior to joining the firm, Rick was a senior trader for national, high-yield, and state-specific funds at the Vanguard Group, where the team consistently performed in the top-quartile. He has been a municipal bond manager since 1990. Ricks holds a B.A. in economics from the University of Delaware, an M.B.A. in finance from Wilmington College, and is a Certified Financial Planner (CFP).
Jennifer Tabak	Managing Director	2011	2018
Biografia	Jennifer Tabak, CFA charterholder and Managing Director. Previously, Ms. Tabak was a senior fixed income research analyst responsible for research and analysis of the housing, non-profit and student loan sectors of the tax-exempt market. An employee of JPMIM or a predecessor firm since 1991, Ms. Tabak served in a research analyst role from 1996 to 2005 and has experience in a variety of market sectors, including money market funds and corporate bonds. Ms. Tabak’s employment with JPMIM and/or its affiliates began in 1991 as a financial analyst and included positions as senior financial analyst and, prior to 1996, controller.
Nicholas Rabiecki	Executive Director	2011	2018
Biografia	Mr. Rabiecki, Executive Director of JPMIM has been an employee since 1996 and is responsible for money market municipals. Prior to joining the firm, he worked at Lehman Brothers as a senior portfolio manager in the tax-exempt area. Prior to that, he held similar positions at Chase and Neuberger Berman.

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