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 6/30/17. Source: Morningstar. I Shares. 3-yr. rating: 4 stars, 1091 funds rated. 5-yr. rating: 4 stars,936 funds rated. 10-yr rating: 5 stars, 681 funds rated. Overall rating, 1091 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different rankings. 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-quintile performance vs. peers over the 3-yr. period and top-decile performance over the 10-yr. period.(6/30)1

1 Source: Morningstar, Large Value Category. I Shares as of 6/30/17. Ranked: 1-yr. (870/1251), 3-yrs. (167/1091), 5-yrs. (294/936) and 10-yrs. (33/681).

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WOBDX

JPMorgan Core Bond Fund


★★★★

Morningstar Overall Rating  |  Intermediate-Term


As of 6/30/17. Source: Morningstar. I Shares.Three-year rating: 3 stars, 856 funds rated. Five-year rating: 3 stars, 767 funds rated. Ten-year rating: 4 stars, 540 funds rated. For overall rating, 856 funds were rated. For overall rating, 851 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different rankings. 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.

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 negative correlation to equities is lower than 95% of peers, making it an effective diversifier. (6/30)

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GAOSX

JPMorgan Global Allocation Fund


★★★★

Morningstar Overall Rating  |  World Allocation


As of 6/30/17. Source: Morningstar. I Shares. Three-year rating: 5 stars, 395 funds rated, five-year: 5 stars, 337 funds. Ten-year not rated. For overall rating, 395 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.

Capitalize on opportunity with a globally flexible approach

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

It has delivered top-decile performance over the three- and five-year periods.2

2 Source: World Allocation Category. Morningstar as of 6/30/17. I Shares. Ranked: 1-yr (66/467), 3-yrs. (15/395), 5-yrs. (27/337) and since inception (57/345), 10-yrs. 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.