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Realty Income Fund - C (URTCX)

Realty Income Fund - C (URTCX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Kay Herr
Kay Herr| Managing Director Biography

Kay Herr, CFA, is a portfolio manager of real estate securities in the Equity Group with 15 years of industry experience. An employee since 1999, Kay previously covered the office/industrial REIT sector as an equity research analyst. Prior to that, she covered consumer stable and cyclical sectors in the U.S. Fixed Income Credit Research Group. Prior to joining the firm, she was a credit research analyst with Prudential Securities in its municipal bond research department.

Education
  • B.A., Economics, University of Virginia
  • M.B.A. (with distinction), New York University Stern School of Business
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 15 Years
  • Fund Experience, 7 Years
Other funds managed by Kay Herr:
Jason Ko
Jason Ko| Vice President 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.

Education
  • B.A., Economics, Brown University
  • B.S., Electrical Engineering, Brown University
Experience
  • Industry Experience, 12 Years
  • Firm Experience, 12 Years
  • Fund Experience, 5 Years
Other funds managed by Jason Ko:

Real estate investing may be subject to a higher degree of market risk because of concentration in a specific industry, sector or geographical sector. Real estate investing may be subject to risks including, but not limited to, declines in the value of real estate, risks related to general and economic conditions, changes in the value of the underlying property owned by the trust and defaults by borrower.

Effective 1/1/04, J.P. Morgan Investment Management, Inc. assumed responsibility for the day-to-day management of the JPMorgan Realty Income Fund. Prior to that date, the Fund was managed by Bay Isle Financial LLC.