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Mid Cap Value Fund - Select (JMVSX)

Mid Cap Value Fund - Select (JMVSX)
 ! This share class currently has a limited offering, please see prospectus for more details on the offering.
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Jonathan Simon
Jonathan Simon| Managing Director Biography

Jonathan K.L. Simon, heads the U.S. Equity Value Group. An employee since 1980, Jonathan manages numerous equity value funds. Jonathan joined the firm as an analyst in the London office, and transferred to New York in 1983. He became portfolio manager in 1987 and served as president of Robert Fleming's U.S. asset management operations from 1990 until 2000.

Education
  • M.A., Mathematics, Oxford University
Experience
  • Industry Experience, 34 Years
  • Firm Experience, 34 Years
  • Fund Experience, 17 Years
Other funds managed by Jonathan Simon:
Larry Playford
Lawrence Playford| Managing Director Biography

Lawrence Playford is a portfolio manager in the U.S. Equity Value Group. An employee since 1993, Larry joined the investment team as an analyst in 2003 and was named a portfolio manager in 2004. Prior to that, Larry served as a client portfolio manager working directly with the U.S. Equity Group's investment teams to communicate investment strategy and results to clients since 2001. Larry also was a client advisor at JPMorgan Private Bank, providing investment and financial planning advice to high net worth clients. He joined the firm as a financial analyst, performing strategic planning and analysis for the firm's finance department. Lawrence holds a B.B.A. in accounting from the University of Notre Dame and an M.B.A. in finance from Fordham University. He is a Certified Public Accountant and a CFA charterholder.

Education
  • B.B.A., Accounting, University of Notre Dame
  • M.B.A., Finance, Fordham University
Experience
  • Industry Experience, 21 Years
  • Firm Experience, 21 Years
  • Fund Experience, 10 Years
Other funds managed by Lawrence Playford:
Gloria Fu
Gloria Fu| Managing Director Biography

Gloria Fu is a portfolio manager in the U.S. Equity Value Group. An employee since 2002, Gloria previously worked at JPMorgan Securities as a sell-side analyst focusing on the gaming and lodging industries. Prior to joining the firm, Gloria was employed by Robertson Stephens as a sell-side analyst covering the gaming and lodging industries. From 1995 to 2000, she worked in direct real estate investment and valuation for both Arthur Andersen and Starwood Capital Group, a real estate private equity fund. Gloria holds a Bachelors of Science and Masters degree in hotel administration from Cornell University and is also a CFA charterholder.

Education
  • B. S./M.S., Hotel Administration, Cornell University
Experience
  • Industry Experience, 19 Years
  • Firm Experience, 12 Years
  • Fund Experience, 8 Years
Other funds managed by Gloria Fu:

Mid-cap funds typically carry more risk than stock funds investing in well-established "blue-chip" companies. Historically, mid-cap companies' stock has experienced a greater degree of market volatility than the average stock.