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.
JPMorgan Equity Income Fund
Morningstar Overall Rating | Large Value
As of 3/31/18. Source: Morningstar. I Shares. Three-year rating: 4 stars, 1086 funds rated. Five-year rating: 4 stars, 958 funds rated. Ten-year rating: 5 stars, 687 funds rated. Overall rating, 1086 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.
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.1
1Source: Morningstar, Large Value Category. I Shares as of 3/31/18. Ranked: 1-yr. (336/1263), 3-yrs. (244/1086), 5-yrs. (138/958) and 10-yrs. (27/687).Download the fund story
JPMorgan Core Bond Fund
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 97% of peers, making it an effective diversifier.Download the fund story
JPMorgan Global Allocation Fund
Morningstar Overall Rating | World Allocation
As of 3/31/18. Source: Morningstar. I Shares. Three-year rating: 4 stars, 376 funds rated. Five-year: 5 stars, 329 funds. Ten-year not rated. For overall rating, 376 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.
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.Download the sales aid
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.