Tools & Resources - J.P. Morgan Asset Management

Tools & Resources

Morningstar® Tools

Hypothetical Illustrations

You can simulate a hypothetical experience of a portfolio over a specific past timeframe using actual performance data for an individual fund or portfolio of funds.
Hypothetical Tool 

Multi-Fund Comparisons

Compare multiple securities in terms of performance, portfolio, operations, and risk data. You can also generate a FINRA-reviewed Multiple Fund Comparison report.
Compare Funds 

Portfolio Analysis

Analyze existing client portfolios based on current available Morningstar® data, or view aggregate statistics for a set of chosen investments.
Analyze portfolio 

Additional Tools & Resources

12015 Mutual Fund Educaton Alliance (MFEA) Star Retirement Award for "Advisor - Digital Innovation".

TARGET DATE FUNDS. Target date funds are funds with the target date being the approximate date when investors plan to start withdrawing their money. Generally, the asset allocation of each fund will change on an annual basis with the asset allocation becoming more conservative as the fund nears the target retirement date. The principal value of the fund(s) is not guaranteed at any time, including at the target date.

*TDFs may suffer investment losses, including near and following retirement. There is no guarantee that a TDF will provide adequate retirement income.