Fund Description

The fund employs a Fund of Funds strategy, primarily investing in other J.P. Morgan Funds, with a focus on growth and income. A significant portion of the assets is allocated to J.P. Morgan equity funds, including international and specialty funds, while a moderate allocation goes to J.P. Morgan income and money market funds. Specialty funds may utilize market neutral and alternative strategies or provide exposure to asset classes like real estate investment trusts (REITs) and commodities. The fund may invest up to 20% in J.P. Morgan exchange-traded funds (ETFs). The adviser utilizes an allocation strategy based on fund selection and both tactical and strategic asset allocation, with a long-term outlook to match a risk/return profile akin to 70% equity and 30% income securities.