3 strategies to consider during volatile markets - J.P. Morgan Asset Management
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DON'T LET VOLATILITY DERAIL YOU

Not being swayed by the market's daily ups and downs is critical for successful investing. At J.P. Morgan, we help clients invest for the long term, which is why we work to lower portfolio volatility.

Here are 3 products that can help.



HLIEX

JPMorgan Equity Income Fund


★★★★★

Morningstar Overall Rating  |  Large Value


As of 6/30/18. Source: Morningstar. I Shares. Three-year rating: 4 stars, 1099 funds rated. Five-year rating: 4 stars, 951 funds rated. Ten-year rating: 5 stars, 686 funds rated. Overall rating, 1099 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different ratings. Ratings 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.

Take a lower volatility approach to equity investing

The Equity Income Fund, which focuses on high-quality U.S. companies with healthy and sustainable dividends, seeks to provide lower volatility access to stock market growth.

Top-quartile performance over the 5-year period and top-decile over the 10-year period.1

1Source: Morningstar, Large Value Category. I Shares as of 6/30/18. Ranked: 1-yr. (351/1273), 3-yrs. (215/1099), 5-yrs. (162/951) and 10-yrs. (33/686).

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WOBDX

JPMorgan Core Bond Fund

MORNINGSTAR ANALYST RATING
As of 5/11/18 intermediate-Term Bond

The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Analysts use this five pillar evaluation to determine how they believe funds are likely to perform over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors in their research, and the weighting of each pillar may vary. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflect an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to http:// corporate1.morningstar.com/AnalystRating/ The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected.

Build on a strong foundation of high quality bonds

A value-driven approach that emphasizes intermediate bonds of the highest quality, the Core Bond Fund serves as a foundation for investors seeking a well-diversified portfolio.

The Fund’s historically negative correlation to equities is better than 93% of peers, making it an effective diversifier.

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GAOSX

JPMorgan Global Allocation Fund


★★★★

Morningstar Overall Rating  |  World Allocation


As of 6/30/18. Source: Morningstar. I Shares. Three-year rating: 4 stars, 394 funds rated. Five-year: 5 stars, 336 funds. Ten-year not rated. For overall rating, 394 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different ratings. Ratings 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.

Capitalize on opportunity with a globally flexible approach

With access to the entirety of J.P. Morgan’s global investment platform, the Global Allocation Fund searches worldwide to maximize total return, while also managing risk.

It has delivered top-quartile performance over the three-year period and top-decile over the five-year period and since inception.2

2Source: World Allocation Category. Morningstar as of 3/31/18. I Shares. Ranked: 1-yr. (65/464), 3-yrs. (69/376), 5-yrs. (20/329), since inception (32/342) and 10-yr. period n/a.

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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.