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12.45
+0.05
+0.40%
20/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 32.58M
JPMorgan Realty Income L
12.45
+0.05
+0.40%
- Overview
- Profile
- Historical Data
- Holdings
Jpmorgan Realty Income Fund Class L Overview
On this page you'll find an in-depth profile of Jpmorgan Realty Income Fund Class L. Learn about the key management, total assets, investment strategy and contact information of URTLX among other information.
Investment Strategy
The investment seeks high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund may also invest up to 15% of net assets in illiquid holdings. It is non-diversified.
Contact Information
Address
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Phone
1-800-480-4111
Fax
+1 646 534 2254
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott Blasdell | Managing Director | 2017 | 2022 |
| Biography | Scott Blasdell, managing director, is a portfolio manager in the U.S. Equity Group responsible for Large Cap Value portfolios. An employee since 1999, Scott started as a research analyst covering REITs then in 2001 became portfolio manager of JPMorgan’s REIT strategies. In 2008, Scott moved to the U.S. Disciplined Equity Team to manage large cap core and value strategies. Prior to JPMorgan, Scott worked as a research analyst at Merrill Lynch Asset Management and Wellington Management. Scott earned a B.A. in economics from Williams College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
| Jason Ko | Portfolio Manager | 2009 | 2022 |
| Biography | Jason Ko, executive director, is a co-portfolio manager of the U.S./Global/International REIT strategy. An employee since 2002, Jason works with a team covering the REIT sector for the U.S. Equity Group. Previously, Jason worked as a research associate focusing on REITs and cyclicals sectors and as an investment assistant in the U.S. Active Equity Group. Jason holds a B.S. in electrical engineering and a B.A. in economics from Brown University. He is also a CFA charterholder | ||
| Kay Herr | Managing Director | 2007 | 2015 |
| Biography | Kay Herr, managing director, is the Associate Director of U.S. Equity Research and a portfolio manager of real estate securities in the U.S. Equity Group. An employee since 1999, Ms. Herr joined the U.S. Equity Group as a research analyst covering real estate securities in 2002 and became a portfolio manager in 2005. In addition to her portfolio management responsibilities, she was appointed Associate Director of Research at the end of 2011. Prior to joining the U.S. Equity Group, Ms. Herr covered consumer staple and cyclical sectors in the U.S. Fixed Income Credit Research Group. Before joining the firm, she was a credit research analyst with Prudential Securities. She holds a B.A. in economics from the University of Virginia and an M.B.A. with distinction from New York University Stern School of Business. She is also a CFA charterholder. | ||
| Scott Blasdell | Managing Director | 2004 | 2008 |
| Biography | Scott Blasdell, managing director, is a portfolio manager in the U.S. Equity Group responsible for Large Cap Value portfolios. An employee since 1999, Scott started as a research analyst covering REITs then in 2001 became portfolio manager of JPMorgan’s REIT strategies. In 2008, Scott moved to the U.S. Disciplined Equity Team to manage large cap core and value strategies. Prior to JPMorgan, Scott worked as a research analyst at Merrill Lynch Asset Management and Wellington Management. Scott earned a B.A. in economics from Williams College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
| Darren Rabenou | Vice President | 2004 | 2005 |
| Biography | Rabenou is vice president with J.P. Morgan Investment Management Inc. Prior to joining the firm in 2001, he served as a senior analyst and portfolio manager for Prudential Investments from 1998 to 2000. Previously, he worked in institutional equity sales and derivatives covering emerging markets for ING Barrings. | ||
| William F. K. Schaff | Founder | 1997 | 2003 |
| Biography | William Schaff, Chief Executive Officer and President, founded Phocas Financial Corp. in 2005. Prior to founding Phocas, Mr. Schaff was President of Bay Isle, Portfolio Manager at Janus Capital Management and Lead Portfolio Manager at the Undiscovered Managers organization. He earned an M.S. in Engineering from the University of California, Davis. He also holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco. | ||
| Ralph Block | Vice President | 1997 | 2003 |
| Biography | Block is a vice president with Bay Isle Financial. He has been a practicing attorney for over twenty-five years, and a senior partner in the Los Angeles law firm of Graven Perry Block Brody & Qualls. Block is author of the books "The Essential REIT: A Guide to Profitable Investing in Real Estate Investment Trusts" and "Investing in REITS" (which is scheduled to be release in July 1998). | ||
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