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Source: J.P. Morgan Chase & Co., J.P. Morgan Asset Management and Morningstar. The manager seeks to achieve the stated objectives. There can be no guarantees those objectives will be met. Past performance is not indicative of comparable future results. See additional disclosures at the end of this deck for more information regarding Morningstar.
1 As of December 31, 2025
2 Percent of AUM outperforming benchmark: 1 YR 80.5%; 5 YR 89%; 10 YR 92%. As of 12/31/25. Source: J.P. Morgan Asset Management. Methodology: Calculated by adding total AUM of all US active fixed income share classes of mutual funds and ETFs beating 10-year primary prospectus benchmark, divided by total AUM of all with a 10-year track record. Gross of fund expenses. Excludes passive funds, 529 funds, and privately placed mutual funds for institutional clients.
Building stronger fixed income portfolios with J.P. Morgan
An appropriately diversified fixed income portfolio across core, core complements and extended sectors that seeks to help investors generate income, provide diversification to equities and lower overall portfolio volatility.
Extended sectors
seek to provide higher income and yield
Core complements
seek to reduce correlation to core fixed income
Core holdings
seek lower volatility and diversification to equities
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