A proven hedged strategy
The new Hedged Equity Fund Series employs the hedged strategy of the 5-star Morningstar rated¹ JPMorgan Hedged Equity Fund, which has delivered approximately half the volatility of the S&P 500, leading to competitive risk-adjusted returns.
1Source: Morningstar overall rating 5 stars, Class I as of 12/31/20; Options-based Category; 113 funds. Three-year rating 5 stars; 113 funds. Five-year rating 5 stars; 70 funds. Ten-year period not yet rated. Ratings reflect risk-adjusted performance. Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.
Note: Effective March 12, 2021, the JPMorgan Hedged Equity Fund will have a limited offering. Please see the prospectus for more details.
For Illustrative purposes only. Past performance does not guarantee future results.
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Hedged Equity Fund >
A smooth hedged experience
no matter when you invest
Each fund’s hedged strategy is implemented on staggered start dates and resets every three months. At the beginning of each hedged period, an options overlay strategy is implemented based on where the market is at that point.
Choose the fund that aligns with your initial investment date
If you want an optimal investment experience, select the fund based on when you are ready to invest and purchase shares prior to the reset of the 3-month hedged period.
Performance quoted is past performance and is no guarantee of future results. Investment returns and principal value will fluctuate, so shares, when sold, may be worth more or less than original cost. Current performance may be higher or lower than returns shown. Call 1-800-480-4111 for most recent month-end performance.
The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10- year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Rankings do not take sales loads into account.