J.P. Morgan's JIGB issuer, an actively managed fund, primarily focuses on investing in corporate bonds rated investment grade or deemed comparable in quality by J.P. Morgan Investment Management Inc. The fund typically allocates at least 80% of its assets to corporate bonds with maturities of 90 days or more, including various structured corporate debt securities, REITs, MLPs, public or private placements, restricted securities, and other unregistered securities. Utilizing fundamental credit research, the advisor selects bonds from companies with strong credit scores, overweighting those with higher ratings while underweighting or avoiding lower-rated issuers within benchmark sectors. By emphasizing investments in high-scoring companies and sectors, the fund aims to exceed the benchmark's returns over time with similar volatility. While mainly investing in benchmark securities, the fund may also venture into non-benchmark securities or those with similar characteristics. Additionally, the fund may use derivatives for various purposes including risk management and may invest in cash equivalents and affiliated money market funds for temporary defensive purposes. The investment process integrates fundamental research with disciplined portfolio construction, assessing environmental, social, and governance factors to identify financially material issues for engagement with issuers, though ultimate investment decisions may not solely rely on these assessments.
J.P. Morgan's JIGB Dividend fund aims to provide investors with a steady income stream by investing primarily in dividend-paying corporate bonds. Managed actively, the fund typically allocates at least 80% of its assets to corporate bonds with investment-grade ratings or comparable quality, as assessed by J.P. Morgan Investment Management Inc. These bonds may include various structured corporate debt securities, REITs, MLPs, public or private placements, restricted securities, and other unregistered securities. Leveraging fundamental credit research, the fund selects bonds from companies with strong credit scores, overweighting those with higher ratings while underweighting or avoiding lower-rated issuers within benchmark sectors. By emphasizing investments in high-scoring companies and sectors, the fund aims to achieve a consistent dividend income for its investors over time while maintaining similar risk characteristics to the benchmark. Additionally, the fund may invest in non-benchmark securities or those with similar characteristics and utilize derivatives for risk management purposes.
J.P. Morgan's JIGB Tracking fund is designed to closely mirror the performance of the Bloomberg U.S. Corporate Bond Index (the benchmark) while aiming to provide investors with a balanced risk-return profile. Actively managed, the fund primarily invests in corporate bonds rated investment grade or deemed comparable in quality by J.P. Morgan Investment Management Inc. With a target of at least 80% of assets allocated to corporate bonds, including various structured corporate debt securities, REITs, MLPs, public or private placements, restricted securities, and other unregistered securities, the fund follows a disciplined portfolio construction process. Leveraging fundamental research, the advisor selects bonds from companies with credit scores that align with the benchmark, striving to match sector weightings and duration. By maintaining a portfolio closely aligned with the benchmark's composition and risk characteristics, the fund seeks to provide investors with returns that closely track those of the benchmark over time. Additionally, the fund may invest in non-benchmark securities or those with similar characteristics and utilize derivatives for various purposes, including risk management.
J.P. Morgan's JIGB Correlation fund is strategically designed to closely correlate with the performance of the Bloomberg U.S. Corporate Bond Index (the benchmark), aiming to provide investors with a highly correlated investment option. Managed actively, the fund primarily invests in corporate bonds rated investment grade or considered comparable in quality by J.P. Morgan Investment Management Inc. With a focus on allocating at least 80% of its assets to corporate bonds, including various structured corporate debt securities, REITs, MLPs, public or private placements, restricted securities, and other unregistered securities, the fund follows a disciplined approach to portfolio construction. Leveraging fundamental research, the advisor selects bonds from companies with credit scores that align with the benchmark, aiming to replicate sector weightings and duration closely. By maintaining a portfolio that exhibits a high degree of correlation with the benchmark's performance, the fund seeks to provide investors with returns that closely mirror those of the benchmark over time. Additionally, the fund may invest in non-benchmark securities or those with similar characteristics and employ derivatives for various purposes, including risk management.
J.P. Morgan's JIGB Sector fund is strategically crafted to capitalize on sector-specific opportunities within the corporate bond market while maintaining a diversified portfolio. Managed actively, the fund primarily invests in corporate bonds rated investment grade or deemed comparable in quality by J.P. Morgan Investment Management Inc. With a focus on allocating at least 80% of its assets to corporate bonds, including various structured corporate debt securities, REITs, MLPs, public or private placements, restricted securities, and other unregistered securities, the fund follows a disciplined approach to sector allocation. Leveraging fundamental research, the advisor selects bonds from companies within specific sectors, considering factors such as credit scores, competitive environments, and risk profiles. By overweighting sectors with favorable outlooks and underweighting or avoiding sectors with weaker prospects, the fund seeks to generate excess returns relative to its benchmark over time. Additionally, the fund may invest in non-benchmark sectors or those with similar characteristics and utilize derivatives for various purposes, including risk management. Through its sector-focused strategy, the JIGB Sector fund aims to provide investors with opportunities for enhanced returns while managing sector-specific risks effectively.
J.P. Morgan's JIGB Exposure fund is meticulously structured to offer investors targeted exposure to specific segments of the corporate bond market. Managed actively, the fund primarily invests in corporate bonds rated investment grade or considered comparable in quality by J.P. Morgan Investment Management Inc. With a strategic focus on allocating at least 80% of its assets to corporate bonds, encompassing various structured corporate debt securities, REITs, MLPs, public or private placements, restricted securities, and other unregistered securities, the fund tailors its portfolio to capture specific exposures within the bond market. Leveraging in-depth fundamental research, the advisor selects bonds from companies or sectors that align with the fund's targeted exposures, whether they relate to industry sectors, credit quality, or other factors. By concentrating investments in areas of the market poised for potential growth or income generation, the JIGB Exposure fund aims to provide investors with opportunities for targeted returns while managing overall portfolio risk. Additionally, the fund may explore non-benchmark exposures or similar instruments to further enhance its strategic positioning and utilize derivatives for various purposes, including risk mitigation and portfolio optimization. Through its focused approach, the JIGB Exposure fund seeks to offer investors a means to strategically navigate and capitalize on specific opportunities within the corporate bond market.
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