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Equity Income Fund - B (OGIBX)

Equity Income Fund - B (OGIBX)
 ! 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
Clare Hart
Clare Hart| Managing Director Biography

Clare A. Hart, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan Equity Income Fund and the JPMorgan Growth & Income Fund. Prior to joining the team, Clare was with Salomon Smith Barney's equity research division as a research associate covering Real Estate Investment Trusts. She began her career at Arthur Andersen, working as a public accountant. Clare holds a B.A. in political science from the University of Chicago, an M.S.A. from DePaul University and a C.P.A. granted by the State of Illinois.

Education
  • B.A., Political Science, University of Chicago
  • M.S.A., DePaul University
Experience
  • Industry Experience, 22 Years
  • Firm Experience, 15 Years
  • Fund Experience, 10 Years
Other funds managed by Clare Hart:
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, 10 Years
Other funds managed by Jonathan Simon:

The price of equity securities may rise or fall because of changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. These price movements may result from factors affecting individual companies, sectors or industries selected for the Fund's portfolio or the securities market as a whole, such as changes in economic or political conditions. Equity securities are subject to "stock market risk," meaning that stock prices in general (or in particular, the prices of the types of securities in which a fund invests) may decline over short or extended periods of time. When the value of a Fund's securities goes down, an investment in a Fund decreases in value.

The Fund may invest in derivatives that may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions and could result in losses that significantly exceed the Fund's original investment. Many derivatives create leverage that can cause the Fund to be more volatile than it would be if it had not used derivatives.

There is no guarantee that companies that can issue dividends will declare, continue to pay or increase dividends.