Minimize the impact of interest rate volatility

JPMorgan Models - Overview

Individual Investments

Analysis and benchmark selection

Investments

Top 25 investments by allocation

Ticker & investment name

Allocation (%)

Chart reveals % of the portfolio allocated to various asset classes.

Overall composition

Benchmark disclosures

Chart reveals total returns for each portfolio for the past ten calendar years.

Calendar year returns

Total return (%)

Performance

PORTFOLIO NAME / INVESTMENT ADVISORY FEE

Portfolio Analysis

PORTFOLIO INSIGHTS

Definitions - Factors

Risk-return decomposition

Definitions - Scenarios

Definitions - Stress Tests

Drivers of portfolio risk/return

Name

ESG Investment Heat Map

PORTFOLIO ANALYSIS

Chart reveals the % of the portfolio's equity accessibilityText=exposure allocated to equity global regions relative to the benchmark.

Equity regional exposure

Chart reveals % of the portfolios equity exposure allocated to various equity sectors relative to the benchmark.

Equity sector exposure

Chart reveals each portfolio's equity exposure across various factors including size, value, dividend yield, quality, minimum volatility and momentum.

Chart reveals % of the portfolio's equity exposure allocated across the equity style box.

Equity style box

Fees & expenses

Chart reveals % of the portfolio's fixed income exposure allocated across the credit quality spectrum.

Fixed income credit quality exposure

Chart reveals % of the portfolios' fixed income exposure allocated across various maturities.

Fixed income regional exposure

Maturity breakdown

Fixed income duration & maturity

Chart reveals % of the portfolio's fixed income exposure allocated to various municipal fixed income sectors relative to the benchmark.

Municipal fixed income sector exposure

Chart reveals % of the portfolio's fixed income exposure allocated to various fixed income sectors.

Taxable fixed income sector exposure

General Disclosures

Performance & Risk

Investment Heat Map

Fund objective & strategy

General disclosures

Calculation Methodology

Index descriptions

Risk-reward statistics

Methodology and allocation views within this report

J.P. Morgan Multi-Asset Solutions model portfolios - Models with alternatives

J.P. Morgan Multi-Asset Solutions model portfolios - Models without alternatives

Morningstar performance ratings and rankings

J.P. Morgan Multi-Asset Solutions model portfolios

Falling U.S. interest rate concerns

Rising U.S. interest rate concerns

Return (%)

Periods of fixed income market volatility

U.S. stock market declines

U.S. stock market gains

Periods of stock market volatility

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Proxy utilization

Investment name

Individual investments

Drivers of risk/return

Chart plots total return and standard deviation for each portfolio and benchmark.

Risk/return and yield

Standard deviation

Total return(%)

{portfolio} relative to Benchmark

Standardized trailing total returns

Scenarios

Trailing performance

Returns & Rankings in %

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Sections

Individual investments (%)

Drivers of risk-return (%)

Equity factors

Equity regional exposure relative to Benchmark (%)

Equity regional exposure (%)

Equity sector exposure relative to Benchmark (%)

Equity sector exposure (%)

Equity style box (%)

Credit quality exposure (%)

Fixed income regional exposure (%)

Duration & maturity (%)

Fixed income municipal sector exposure relative to Benchmark (%)

Fixed income municipal sector exposure

Fixed income taxable sector exposure relative to Benchmark (%)

Fixed income taxable sector exposure

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Falling U.S. interest rates (%)

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Risk-return and yield (%)

Up capture / down capture ratio (%)

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