Fixed Income solutions to meet investor needs
Core holdings can provide a steady stream of income and diversification to broad equity exposures
Complementary strategies can help reduce overall portfolio risk
Extended sectors can enhance income and total return
CORE BOND FUND
WOBDX
Designed to provide total return through a diversified portfolio of high-quality bonds.
- Utilizes a value-driven, bottom-up security selection process with an emphasis on risk management.
Ultra-Short Income ETF
JPST
Aims to deliver current income with a focus on risk management
- Targets portfolio duration of less than one year.
INCOME FUND
JMSIX
Seeks to deliver income along with capital appreciation by investing across debt markets.
- Draws on the best income ideas of a global team of 300+ investment professionals.
A strategy for fixed income diversification
- Our framework for fixed income diversification seeks to help investors generate income and reduce overall portfolio volatility
- Diversification and disciplined management matter more than ever.
Extended sectors seek income and total return
JMSIX
Core complements seek reduced correlations to core holdings
JPST
Core holdings seek lower volatility and diversification to equities
WOBDX
![triangle](https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/americas/us/en/images/charts-graphs/triangle.png)
Shown for illustrative purposes only. Because everyone's circumstances are unique, this model can provide a framework for discussion with a financial advisor.
RISK SUMMARY FOR JPST: Risk Summary Investments in asset-backed, mortgage-related and mortgage-backed securities are subject to certain risks including prepayment and call risks, resulting in an unexpected capital loss and/or a decrease in the amount of dividends and yield. During periods of difficult credit markets, significant changes in interest rates or deteriorating economic conditions, such securities may decline in value, face valuation difficulties, become more volatile and/or become illiquid.
RISK SUMMARY FOR CORE BOND: Risk Summary Investments in bonds and other debt securities will change in value based on changes in interest rates. If rates rise, the value of these investments generally drops.
RISK SUMMARY FOR INCOME FUND: Securities rated below investment grade are considered "high-yield," "non-investment grade," "below investment-grade," or "junk bonds." They generally are rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service. Although they can provide higher yields than higher rated securities, they can carry greater risk. International investing has a greater degree of risk and increased volatility due to political and economic instability of some overseas markets. Changes in currency exchange rates and different accounting and taxation policies outside the U.S. can affect returns.