Category | Fund Name | Summary | Net Assets ($ M)* | YTD (%) |
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Mixed-Regions | JPMorgan Emerging Markets Equity Fund | 7720 | 1.5 | |
The fund seeks to provide high total return by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on equity securities and equity-related instruments that are tied economically to emerging markets. Emerging markets include most countries in the world except Australia, Canada, Japan, New Zealand, the United Kingdom, the United States, most of the countries of Western Europe and Hong Kong. According to the team, securities and instruments tied economically to an emerging market include securities of issuers that are organized under the laws of an emerging markets country or that maintain their principal place of business in an emerging markets country. Also, the team considers securities that are traded principally in an emerging market country. In addition, the team considers securities of issuers that, during their most recent fiscal year, derived at least 50% of their revenues or profits from goods produced or sold, investments made, or services performed in an emerging markets country. The team focuses on securities of issuers that that have at least 50% of their assets in an emerging market country, or securities or other instruments that expose the fund to the economic fortunes and risks of one or more emerging market countries. Then the team favors companies that are estimated to trade below their fair values. Next, the research team ranks companies based on their estimated performance. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. |
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Mixed-Regions | JPMorgan Emerging Markets Research Enhanced Equity Fund | 2780 | 0 | |
The fund seeks capital appreciation in the long term by investing in companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on equity securities and equity-related instruments that are tied economically to emerging markets. Emerging markets include most countries in the world except Australia, Canada, Japan, New Zealand, the United Kingdom, the United States, most of the countries of Western Europe and Hong Kong. According to the team, securities and instruments tied economically to an emerging market include securities of issuers that are organized under the laws of an emerging markets country or that maintain their principal place of business in an emerging markets country. Also, the team considers securities that are traded principally in an emerging market country. In addition, the team considers securities of issuers that, during their most recent fiscal year, derived at least 50% of their revenues or profits from goods produced or sold, investments made, or services performed in an emerging markets country. The team focuses on securities of issuers that that have at least 50% of their assets in an emerging market country, or securities or other instruments that expose the fund to the economic fortunes and risks of one or more emerging market countries. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on each issuer’s long-term prospects. Next, the team ranks issuers within each sector group according to what it believes to be their relative value. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The manager constructs a portfolio of long holdings that will outperform the benchmark index. However, the fund may also invest in securities not included within the Index or securities or instruments with similar economic characteristics. The fund may utilize exchange-traded funds and exchange-traded futures to gain exposure to particular foreign securities or markets and for the efficient management of cash flows. The fund may invest in securities denominated in any currency and may from time to time hedge a portion of its foreign currency exposure using currency forwards. |
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Multi-Cap-Core | JPMorgan Equity Focus Fund | 197.48 | 0 | |
The fund seeks capital appreciation in the long term by investing in companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Then the research team employs a process that combines research, valuation and stock selection. In selecting growth stocks, the team focuses on companies whose revenue growth potential is underappreciated by investors. The team specifically looks for companies that have a history of above-average growth or which the adviser believes will achieve above-average growth in the future. Additionally, these companies exhibit characteristics such as a favorable supply/demand imbalance for the company’s product or service, underappreciated growth opportunities, differentiated business model, ability to gain market share, growth opportunities in emerging industries or those that emerge from industry changes. Then in selecting value stocks, the team looks for undervalued companies which have durable franchises and the ability to grow intrinsic value per share. Other factors in consideration include companies with sustainable competitive positions, market leadership, management and balance sheet strength. The investment team also considers environmental, social and governance factors including accounting and tax policies, disclosure and investor communication, shareholder rights and remuneration policies on the cash flows when assessing investment opportunities. Then the manager constructs a portfolio that holds no more than 40 stocks with the flexibility to hold cash when attractive investment opportunities are scarce. The fund may invests in a focused portfolio of growth and value stocks with the flexibility to invest more heavily in either style based on market conditions. The fund may also invest up to 20% of its net assets in securities of foreign companies, including depositary receipts. |
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Equity-Income | JPMorgan Equity Income Fund | 49180 | 0 | |
The fund seeks capital appreciation and current income by investing in mega-and large-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred stock convertible to common stock. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that regularly pay dividends. The team also focuses on companies that are lagging in market price for temporary reasons and are trading at a discount to their estimated intrinsic value. In addition, the team prefers companies that are estimated to trade below their fair values with durable franchises, proven management teams and the ability to grow their intrinsic value per share. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund invests primarily in common stock and real estate investment trusts, and has the flexibility to invest across all market capitalizations. |
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Multi-Cap-Growth | JPMorgan Europe Dynamic Fund | 577.66 | -1.6 | |
The fund seeks total return by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies in Western Europe, and to a certain extent, emerging Europe. The team evaluates companies on the basis of factors, such as fundamental economic strength, earnings growth, quality of management, sector growth, credit quality and interest rate trends. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team assesses companies based on their value, quality and momentum characteristics. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The manager looks to invest in a wide range of industries and companies across multiple Western European countries. The fund may invest in Austria, Belgium, Denmark, Germany, Finland, France, Greece, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, and the United Kingdom, as well as other Western European countries. In addition, the fund may invest up to 8% of its net assets in securities of emerging market European issuers, including Poland, the Czech Republic, and Hungary. Also, the fund invests in debt securities rated as investment grade. |
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Multi-Cap-Growth | JPMorgan Growth Advantage Fund | 12150 | 5.6 | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process is designed to highlight companies in the benchmark index that demonstrate potential for higher growth. The process focuses on companies that have a track record or prospects for above-average growth. Next, the team looks for companies with leading competitive positions, sustainable business models and competent management that can deliver consistent growth. Then the research team utilizes fundamental analysis to look for companies that exhibit potential for superior earnings growth. The research team combines research, valuation and stock selection as part of its process. In addition, the team also integrates environmental, social and governance factors in its investment process. The research process also includes a review of a company’s accounting and tax policies, disclosure and investor communication, shareholder rights and remuneration policies on the cash flows. Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may at any given time invest a significant portion of its net assets in companies of one particular market capitalization category, such as large capitalization companies.
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Alternatives | JPMorgan Hedged Equity Fund | 14710 | 1.2 | |
The fund seeks capital appreciation by investing in mega-and large-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team utilizes an enhanced index strategy to invest in equity securities. The research team combines research, valuation and stock selection as part of its process. In addition, the team also integrates environmental, social and governance factors in its investment process. The team favors companies with attractive valuation. Other factors in consideration are catalysts that could trigger a rise in a stock’s price, high perceived potential reward, as well as possible temporary mispricings caused by apparent market overreactions. Additionally, the team will employ a Put/Spread Collar strategy to purchase and sell exchange traded put options and sell exchange traded call options. The Put/Spread Collar strategy is an actively managed process and is designed to provide a continuous market hedge for the portfolio. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. In addition, the fund may utilize future contracts, primarily futures on indexes. |
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Large-Cap-Core | JPMorgan International Equity Fund | 4240 | -0.4 | |
The fund seeks total return by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies in foreign developed markets and, opportunistically, in emerging markets. The team evaluates companies on the basis of factors, such as fundamental economic strength, earnings growth, quality of management, sector growth, credit quality and interest rate trends. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The manager may invest in at least three different countries other than the United States. However, the manager may invest a substantial part of its net assets in just one region or country. The fund intends to invest in companies in the Far East (including Japan, Hong Kong, Singapore and Malaysia), Western Europe (including the United Kingdom, Germany, the Netherlands, France Switzerland, Italy, Scandinavia and Spain), Australia, and Canada. Also, a substantial part of the fund’s net assets may be invested in U.S. companies based in countries that are represented in the benchmark index. However, the fund may also invest in companies or governments in emerging markets. |
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Multi-Cap-Core | JPMorgan International Focus Fund | 1260 | 0 | |
The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies in foreign developed markets, including those in emerging markets. The team relies on in-house research to look for companies that are attractively valued relative to their long-term growth prospects. The team relies on fundamental analysis to evaluate companies on factors such as growth, valuation and quality.. Also, the team selects companies that demonstrate attractive and consistent growth and valuation characteristics. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The manager may invest in any foreign country and is unconstrained by any particular region, style or sector. The portfolio typically holds between40 and 50 securities. In addition, the fund invests n issuers in at least three foreign countries. However, the fund may invest a substantial part of its net assets in just one country. |
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Large-Cap-Core | JPMorgan International Research Enhanced Equity Fund | 4850 | 0 | |
The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies domiciled in foreign developed markets, including foreign subsidiaries of U.S. companies. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies demonstrating long-term growth prospects. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. Within each sector, the manager looks to overweight securities of companies that are estimated to trade below their fair values. The fund seeks to outperform the benchmark index, while maintaining similar sector, geographic and risk characteristics. Additionally, the fund invests n issuers in at least three foreign countries. However, the fund may invest a substantial part of its net assets in just one country. |
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Large-Cap-Value | JPMorgan International Value Fund | 407.04 | 5.6 | |
The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies in foreign developed countries, including foreign subsidiaries of U.S. issuers. The team employs behavioral based and quantitative screens to identify companies with attractive valuations and looks to capitalize on market inefficiencies. Further analysis of companies includes evaluation of their momentum and quality characteristics. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest a substantial part of its net assets in just one region or country, or in companies of any one particular market capitalization category. |
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Large-Cap-Growth | JPMorgan Intrepid Growth Fund | 1290 | 1 | |
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States. The investment process uses quantitative screens to identify profitable companies with sustainable earnings and disciplined management. Next, the research team looks for companies with attractive valuations, high quality characteristics and strong momentum that can lead to outperformance. Strong momentum securities reflect prices and/or earnings that have been increasing and will continue to increase. The investment team also considers environmental, social and governance factors when assessing investment opportunities. The fund uses behavioral finance to capitalize on market inefficiencies. |
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Mid-Cap-Core | JPMorgan Intrepid Mid Cap Fund | 303.4 | -1.1 | |
The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States. The fundamental bottom-up investment process favors undervalued companies with leading competitive positions and predictable and sustainable business models. The research team uses quantitative analysis to look for companies within attractive valuations and strong momentum. Next, the team through qualitative techniques highlights companies with a successful track record of capital allocation. The fund uses behavioral finance to capitalize on market inefficiencies. |
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Large-Cap-Value | JPMorgan Intrepid Value Fund | 190.06 | -0.8 | |
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team looks for companies with attractive valuations, strong business fundamentals and stock momentum that can lead to outperformance. Strong momentum securities reflect prices and/or earnings that have been increasing and will continue to increase. The team employs behavioral finance principles to capitalize on market inefficiencies. Next, the research process relies on quantitative screens to identify profitable companies with sustainable earnings and disciplined management. The investment team also considers environmental, social and governance factors when assessing investment opportunities. The team constructs a portfolio of companies using risk guidelines and capital allocation discipline from a list recommended by the research team. |
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Large-Cap-Growth | JPMorgan Large Cap Growth Fund | 36990 | 0 | |
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States. The investment process uses a fundamental, bottom-up approach to identify companies with strong growth potential. Next, the research team uses quantitative screens to highlight well established companies with above-average growth prospects. The team also looks for companies with attractive fundamentals, potential to exceed market expectations, sustainable competitive advantages, and positive price momentum. In addition, the team also evaluates factors such as demographic/cultural changes, technological advancements and/or regulatory changes resulting from structural disconnects. The investment team also considers environmental, social and governance factors when assessing investment opportunities. |
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Large-Cap-Value | JPMorgan Large Cap Value Fund | 3450 | 4.4 | |
The fund seeks primarily capital appreciation and secondarily current income by investing in large-size companies in the United States. The investment process is designed to identify companies that are undervalued but which have the potential to increase their estimated intrinsic value per share. Then the research team employs a three-step process that combines research, valuation and stock selection. First, the team takes an in-depth look at company prospects for as long as five years, to gain insight into a company's real growth potential. Second, the research team ranks the companies in each industry group according to their relative value. Third, the research-driven approach focuses on identifying the most undervalued securities in each sector. The investment team also considers environmental, social and governance factors when assessing investment opportunities. The portfolio is constructed of companies with attractive valuations as well as catalysts for stock price increases, higher potential reward versus risk, and temporary mispricing caused by market overreactions. |
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Mid-Cap-Core | JPMorgan Market Expansion Enhanced Index Fund | 917.54 | 0 | |
The fund seeks total return in the long term by investing in small- and mid-size companies in the United States. The enhanced index strategy starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies. The research team is using a proprietary stock-ranking system to overweight higher ranked stocks and underweight lower ranked. Next, the rankings are reviewed and adjusted to enhance accuracy and consistency within constraints on sector and industry weights and position sizes. The investment team also considers environmental, social and governance factors when assessing investment opportunities. In general, stocks are purchased when they are among the top ranked within their sector. |
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Mid-Cap-Core | JPMorgan Mid Cap Equity Fund | 3090 | 3.7 | |
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify growth and value stocks. The research team using fundamental analysis highlights companies with leading competitive positions, talented management teams and durable business models. Next, the team seeks to identify companies with above-average growth outlook or sustainable free cash flow generation. The investment team also considers environmental, social and governance factors when assessing investment opportunities. |
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Mid-Cap-Growth | JPMorgan Mid Cap Growth Fund | 7560 | 6.6 | |
The fund seeks capital appreciation by investing in mid-size companies in the United States. The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth. Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management. The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future. The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities. |
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Mid-Cap-Core | JPMorgan Mid Cap Value Fund | 13890 | 0 | |
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States. The investment process starts with identifying high-quality companies that appear to be undervalued but have strong capital growth prospects. The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals. Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation. The investment team also considers environmental, social and governance factors when assessing investment opportunities. |
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Alternatives | JPMorgan Opportunistic Equity Long-Short Fund | 449.79 | 0 | |
The fund seeks capital appreciation by investing in companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in long and short positions in equity securities. The research team combines research, valuation and stock selection as part of its process. The team buys long positions in companies with experienced management teams, superior competitive positions and earnings growth rates. Long purchases may also be companies that have improving investment factors, such as business drivers, industry structure, regulatory environment and/or legal risk. The team may also take short positions as part of its volatility management. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund is non-diversified. |
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Real Estate-NA | JPMorgan Realty Income Fund | 1350 | 0 | |
The fund seeks high total investment return by investing in companies across any size in the United States. The disciplined investment process is designed to highlight companies that invest in real estate investment trusts, including REITs with relatively small market capitalizations. The fund may invest in both equity REITs and mortgage REITs. Equity REITs take owner-ship interests in real estate, and mortgage REITs invest in mortgages. Next, the research team relies on fundamental analysis to screen for companies that demonstrate superior financial strength, operating returns and attractive growth prospects. The team also assesses a company’s ability to generate earnings over a business cycle in the long term. In addition, the team determines each company’s normalized earnings and growth prospects to evaluate whether each company’s current price fully reflects its long-term value. Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The fund may invest up to 15% of its net assets in illiquid holdings, and also is non-diversified. |
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Alternatives | JPMorgan Research Market Neutral Fund | 155.67 | 0.1 | |
The fund seeks capital appreciation in the long term by investing in mid- to large-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team takes long and short positions in different securities. The team purchases securities that it believes are estimated to trade below their fair values and sells short securities that it believes are overvalued. The research team combines research, valuation and stock selection as part of its process. The team then ranks the companies according to their relative value, and favors companies with attractive valuation. The greater a company’s estimated worth compared to the current market price of its stock, the more undervalued the company. Other factors in consideration are catalysts that could trigger a rise in a stock’s price, impact on the overall risk of the portfolio relative to the benchmark, as well as possible temporary mispricings caused by apparent market overreactions. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. In attempting to neutralize market and sector risks, the fund emphasizes stock selection as the primary means of generating returns. |
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Small-Cap-Growth | JPMorgan Small Cap Blend Fund | 1170 | 0 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in either growth or value securities. The research team combines research, valuation and stock selection as part of its process. In selecting growth securities, the team focuses on companies that have a track record or prospects for above-average growth. Growth companies include those with leading competitive positions, predictable and sustainable business models and competent management that can deliver consistent growth. In selecting value securities, the team prefers attractively-valued companies with durable franchises and that have the ability to grow intrinsic value per share. In addition, the team also integrates environmental, social and governance factors in its investment process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The portfolio holds companies that have the potential to outperform the Index. |
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Small-Cap-Core | JPMorgan Small Cap Core Fund | 86.54 | 0 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team utilizes its proprietary stock ranking system to rank stocks in the benchmark index. The team then narrows the investable universe to companies that generate returns that exceed those of the benchmark index. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The manager purchases top-ranked stocks within their sector. Also, the fund may utilize futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs. |
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Small-Cap-Core | JPMorgan Small Cap Equity Fund | 5680 | -1.9 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in companies that are estimated to trade below their fair values. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with leading competitive positions and predictable and sustainable business models. The team prefers companies with management teams having prudent capital allocation skills. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. |
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Small-Cap-Growth | JPMorgan Small Cap Growth Fund | 3670 | 4.7 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies that have a track record or prospects for above-average growth. The research team combines research, valuation and stock selection as part of its process. According to the team, growth companies include those with leading competitive positions that can achieve consistent growth. In addition, the team also integrates environmental, social and governance factors in its investment process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. |
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Small-Cap-Value | JPMorgan Small Cap Value Fund | 1280 | -1.7 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team utilizes a value-oriented approach to invest in equity investments, such as common stocks and real estate investment trusts. The team then ranks stocks based on its proprietary stock ranking system, and selects stocks that are among the top ranked within their sector. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. |
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Large-Cap-Core | JPMorgan U.S. Sustainable Leaders Fund | 166.45 | 3.9 | |
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States. The investment process uses a proprietary scoring methodology to identify companies that are sustainable leaders. The team believes sustainable leaders are companies with attractive environmental, social and governance characteristics and qualitative and subjective factors. The research team also evaluates a company on the basis of value, momentum and quality characteristics. In the environment criteria, the team considers companies that actively strive to reduce the negative impact of their business operations on the environment. In this context, the manager analyzes factors such as the company’s likely impact on climate change, natural resource use, pollution and the use of clean technology. For the social criteria the team focuses on companies that consider the social impact of their business internally and externally. In this context, the manager reviews considerations such as worker safety, product safety and integrity, healthier products, impact on the community and human rights. In the governance criteria the team includes companies that embrace corporate governance principles. In reviewing governance characteristics, the adviser considers issues such as board accountability and diversity, shareholder rights, executive compensation, business ethics and government and public policy. The manager will also seek to identify underappreciated companies at attractive valuations with conservative management teams and high quality earnings, which have improving business fundamentals. The portfolio is built of stocks based on a review of proprietary data, information self-reported by companies, data from third party vendors and internal fundamental research. Generally, the manager has the discretion to select securities in various industries or sectors on the basis of current market opportunities. The fund excludes companies involved in the production of alcohol, tobacco, controversial weapons, traditional weapons, thermal coal, adult entertainment and gambling products and services. |
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Alternatives | JPMorgan U.S. Value Fund | 4780 | 3.5 | |
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in attractively valued securities with growth potential. The team prefers companies which it believes are leaders within their sectors. Also, the team seeks attractively-valued companies that are inexpensive on the basis of cash flows. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that are estimated to trade below their fair values with durable franchises, proven management teams and the ability to grow their intrinsic value per share. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may also invest significantly in real estate investment trusts and depositary receipts. |
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Large-Cap-Core | JPMorgan US Equity Fund | 19270 | 1.5 | |
The fund seeks high total return by investing in mid-and large-size companies in the United States. The investment process is designed to highlight the most undervalued stocks in each sector of the benchmark index. The aim of the process is to outperform the benchmark index. The research team employs a three-step process that combines research, valuation and stock selection. The team also takes an in-depth look at a company’s growth potential and look to identify companies that regularly pay dividends. Next, the team ranks the companies in each sector group according to their relative value. In addition, the team also evaluates the impact of environmental, social and governance factors on the cash flows of companies it may invest. The portfolio weightings sector by sector are similar to those of the benchmark index to limit volatility. |
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Alternatives | JPMorgan US Large Cap Core Plus Fund | 1310 | 2.1 | |
The fund seeks to provide a high total return by investing in mega-and large-size companies in the United States. Plus in the fund’s name refers to the additional return the fund endeavors to add both relative to the S&P 500 Index as well as relative to traditional strategies which do not have the ability to sell stock short. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team takes long and short positions in equity securities and derivatives on equity securities. The research team combines research, valuation and stock selection as part of its process. The team then ranks the companies in each sector group according to their relative value. The team favors companies with attractive valuation. Other factors in consideration are catalysts that could trigger a rise in a stock’s price high potential reward compared to potential risk, as well as possible temporary mispricings caused by apparent market overreactions. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. |
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Large-Cap-Core | JPMorgan US Research Enhanced Equity Fund | 6500 | 3.5 | |
The fund seeks high total return by investing in mid-and large-size companies in the United States. The investment process is designed to highlight companies that appear to be undervalued. The aim of the process is to outperform the benchmark index with minimum volatility. The research team employs a three-step process that combines research, valuation and stock selection. The team also takes an in-depth look at a company’s prospects over a period as long as five years to gain insight into a company's growth potential. Next, the team ranks the companies in each sector group according to their relative value. In addition, the team also evaluates the impact of environmental, social and governance factors on the cash flows of companies it may invest. The portfolio is so constructed to modestly overweight undervalued stocks and underweight overvalued stocks. |
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Small-Cap-Core | JPMorgan US Small Company Fund | 867.32 | 2.7 | |
The fund seeks high total return by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in equity securities of U.S. companies. An issuer of a security will be deemed to be located in the United States if: the principal trading market for the security is in the United States, or the issuer is organized under the laws of the United States. The team also considers the issuer derives at least 50% of its revenues or profits from the United States or has at least 50%of its total assets situated in the United States. The research team utilizes its proprietary stock ranking system to rank stocks in the benchmark index. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The manager selects companies that generate returns that exceed those of the benchmark index. |
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Multi-Cap-Value | JPMorgan Value Advantage Fund | 9580 | 4.4 | |
The fund seeks total return in the long term by investing in companies across any size in the United States. The investment process is designed to highlight companies in the benchmark index that are estimated to trade below their fair values. Then the research team focuses on companies that have the potential to grow their intrinsic values per share and looks to buy them at a discount. Additionally, the Investment team integrates environmental, social and governance factors as part of its process. Then the research process is driven by fundamental analysis of one stock at a time. The manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest a significant portion of its net assets in companies of one particular market capitalization category, such as large-capitalization companies. |
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Small-Cap-Value | Undiscovered Managers Behavioral Value Fund | 7300 | 3.4 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in stocks of companies that exhibit value characteristics. The team seeks to capitalize on behavioral biases that may cause the market to over-react to old, negative information or underreact to new, positive information on a company. In selecting securities for the portfolio, the research team looks for companies with significant insider buying or stock repurchases, evidence of overreaction that has caused devaluation, and attractive fundamentals. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund also invests in real estate investment trusts. |
* Net Assets include for all classes