Take a closer look at the products that earn our conviction. These 4 top the list. - J.P. Morgan Asset Management
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EVERY MARKET TREND HAS AN EXPIRATION DATE

Which is why we offer funds and ETFs across asset classes to help your clients weather every market trend for the long-term.

Take a look below at 4 funds that earn our conviction.



 

GAOSX

JPMorgan Global Allocation Fund


★★★★

Morningstar Overall Rating  |  World Allocation


As of 9/30/17. Source: Morningstar. I Shares. Three-year rating: 5 stars, 399 funds rated. Five-year: 5 stars, 343 funds. Ten-year not rated. For overall rating, 399 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different ratings. Rankings do not take sales loads into account. The 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.

How the fund helps build a strong core for your portfolio

With broad allocation ranges, this flexible, capital appreciation-oriented solution aims to deliver returns. The Fund represents J.P. Morgan’s highest-conviction ideas across global asset classes.

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GBOSX

JPMorgan Global Bond Opportunities Fund


★★★★

Morningstar Overall Rating  |  Multisector Bond Category


As of 9/30/17. Source: Morningstar. I Shares. Three-year rating: 4 stars, 246 funds rated. Five-year rating: 5 stars, 197 funds rated. 10-year not rated. For overall rating, 246 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different rankings. Rankings do not take sales loads into account. The 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.

How the fund helps diversify and deliver total return for your bond portfolio

Unconstrained by benchmarks, bias and borders, the Fund provides flexible, high conviction fixed income exposure across more than 15 fixed income sectors and 50 countries.

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HLIEX

JPMorgan Equity Income Fund


★★★★★

Morningstar Overall Rating  |  Large Value


As of 9/30/17. Source: Morningstar. I Shares. Three-yr. rating: 4 stars, 1108 funds rated. 5-yr. rating: 4 stars, 962 funds rated. 10-yr rating: 5 stars, 689 funds rated. Overall rating, 1108 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different rankings. Rankings do not take sales load into account. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with the fund’s 3-, 5-, and 10-year (as applicable) Morningstar Rating metrics.

How the fund seeks to deliver consistent return for your portfolio

By focusing on high-quality companies with healthy and sustainable dividends, the Fund provides a conservative way to participate in U.S. equity markets.

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JPIN

JPMorgan Diversified Return International Equity ETF

How the ETF helps deliver a smoother ride in international equity markets

Designed to deliver higher risk-adjusted returns than market cap-weighted indexes, JPIN tracks an index designed to capture upside with less downside volatility.

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Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.

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.