Overview |
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Investment Objective
The Fund seeks to provide high total return from a portfolio of selected equity securities.
Investment Strategy
The Portfolio is 100% invested in the JP Morgan US Equity Fund (JUEMX). Under normal circumstances, the Fund invests at least 80% of its Assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the Fund primarily invests in common stocks of large- and medium capitalization U.S. companies but it may also invest up to 20% of its Assets in common stocks of foreign companies, including depositary receipts. Depositary receipts are financial instruments representing a foreign company's publicly traded securities. A depository receipt trades on a stock exchange in a country different from the company's local market.
Sector by sector, the Fund's weightings are similar to those of the S&P 500 Index. Within each sector, the Fund focuses on those equity securities that it considers most undervalued and seeks to outperform the S&P 500 through superior stock selection. By emphasizing undervalued equity securities, the Fund seeks to produce returns that exceed those of the S&P 500 Index. At the same time, by controlling the sector weightings of the Fund so they can differ only moderately from the sector weightings of the S&P 500 Index, the Fund seeks to limit its volatility to that of the overall market, as represented by this index. It will also look to identify companies that regularly pay dividends.
Investment Risks
The Fund is subject to Equity Market Risk, General Market Risk, Large Cap Company Risk, Mid Cap Company Risk, Value Strategy Risk, Foreign Securities Risk, Derivative Risk, Industry and Sector Focus Risk, and Transactions Risk. These risks are discussed under Explanations of Investment Risk Factors - JP Morgan Investment Risks, Appendix A.
Average Annual Returns - Updated Monthly as of
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Annual Investment Returns
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