JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND
Complement your core.
With an absolute-return-oriented approach to fixed income investing, the Strategic Income Opportunities Fund invests flexibly across a diverse set of fixed income strategies, taking advantage of the best opportunities across all market environments.
- Maximizes the insights of lead portfolio manager Bill Eigen and his proven team of absolute return investors with niche market expertise.
- The Fund leverages the entire fixed income spectrum to diversify sources of return.
- Complete flexibility to help mitigate rate and credit risk while capitalizing on opportunities.
- The Fund has historically provided strong, uncorrelated returns relative to traditional fixed income when interest rates have been volatile.
PERFORMANCE DURING PERIODS OF RATE VOLATILITY
Fees and Investment Minimums
- Sales Charge / Dealer Concession Schedule
- Product Guide
- Sales Charge / Dealer Concession Schedule
- Supplemental Data Sheet - Strategic Income Opportunities Fund
- Uncertified Portfolio Holdings - Strategic Income Opportunities Fund
- Summary Prospectus
- Quarterly CDS Disclosure File
- Annual Report
- Semi Annual Report
- Statement of Additional Information
- Quarterly Certified Holdings
Total return assumes reinvestment of income.
The Barclays U.S. Universal Index represents the union of the U.S. Aggregate Index, the U.S. High-Yield Corporate Index, the 144A Index, the Eurodollar Index, the Emerging Markets Index, and the non-ERISA portion of the CMBS Index. The performance of the index does not reflect the deduction of expenses associated with a fund, such as investment management fees. By contrast, the performance of the Fund reflects the deduction of the fund expenses, including sales charges if applicable. An individual cannot invest directly in an index.
The BofA Merrill Lynch 3-Month U.S. Treasury Bill Index is comprised of a single issue purchased at the beginning of the month and held for a full month. Each month the index is rebalanced and the issue selected is the outstanding Treasury Bill that matures closest to, but not beyond 3 months from the rebalancing date. The performance of the index does not reflect the deduction of expenses associated with a fund, such as investment management fees. By contrast, the performance of the Fund reflects the deduction of the fund expenses, including sales charges if applicable. An individual cannot invest directly in an index.
The performance of the Lipper Alternative Credit Focus Funds Index includes expenses associated with a mutual fund, such as investment management fees. These expenses are not identical to the expenses charged by the Fund.
Total return assumes reinvestment of dividends and capital gains distributions and reflects the deduction of any sales charges, where applicable. Performance may reflect the waiver of a portion of the Fund's advisory or administrative fees and/or reimbursement of certain expenses for certain periods since the inception date. If fees had not been waived and/or certain expenses were not reimbursed, performance would have been less favorable.
Â©2016, American Bankers Association, CUSIP Database provided by the Standard & Poor's CUSIP Service Bureau, a division of The McGraw-Hill Companies, Inc. All rights reserved.
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 bears greater risk due to social, economic, regulatory and political instability in countries in "emerging markets." This makes emerging market securities more volatile and less liquid developed market securities. Changes in exchange rates and differences in accounting and taxation policies outside the U.S. can also affect returns.
The top 10 holdings listed reflect only the Fund's long-term investments. Short-term investments are excluded. Holdings are subject to change. The holdings listed should not be considered recommendations to purchase or sell a particular security. Each individual security is calculated as a percentage of the aggregate market value of the securities held in the Fund and does not include the use of derivative positions, where applicable.