The JPMorgan Funds, as the issuer of the JMOM fund, aims to mirror the performance of the JP Morgan US Momentum Factor Index, emphasizing positive momentum factor characteristics in its investment strategy. With at least 80% of its assets allocated to securities within the Underlying Index, the fund focuses on U.S. equity securities selected for their recent strong performance relative to their peers. Managed passively, the fund seeks to replicate the constituent securities of the Underlying Index, employing a replication strategy where practicable. However, in instances where full replication is not feasible, a representative sampling approach is utilized to approximate the investment characteristics of the index. Regular rebalancing of the portfolio occurs quarterly to align with changes in the Underlying Index. The fund may also allocate up to 10% of its assets to exchange-traded futures contracts to further align with the Underlying Index's performance. Notably, as of January 31, 2024, the Underlying Index is notably influenced by the technology sector, reflecting the broader market trends.
JMOM Dividend, as part of the JPMorgan Funds, is designed to provide investors with exposure to dividend-paying U.S. equity securities while closely tracking the performance of the JP Morgan US Momentum Factor Index. This fund seeks to invest at least 80% of its assets in dividend-paying securities included in the Underlying Index, which are selected based on positive momentum factor characteristics. Employing a passive investment approach, JMOM Dividend aims to replicate the constituent securities of the Underlying Index, either through full replication or representative sampling strategies. Regular rebalancing ensures alignment with the evolving composition of the Underlying Index, while up to 10% of the fund's assets may be allocated to exchange-traded futures contracts to enhance performance correlation. By focusing on dividend-paying securities within the momentum factor framework, JMOM Dividend provides investors with an opportunity to participate in the potential for both capital appreciation and income generation.
JMOM Tracking, as part of the JPMorgan Funds, is meticulously designed to closely mirror the performance of the JP Morgan US Momentum Factor Index. With an objective to replicate the constituent securities of the Underlying Index, JMOM Tracking employs both full replication and representative sampling strategies to achieve its goal. The fund invests at least 80% of its assets in securities included in the Underlying Index, with a focus on positive momentum factor characteristics. Regular rebalancing activities ensure that the portfolio remains in line with changes in the composition of the Underlying Index, maintaining alignment with market dynamics. Utilizing a passive investment approach, JMOM Tracking aims to provide investors with an efficient means to access the potential returns offered by the momentum factor in the U.S. equity market, while minimizing tracking error and enhancing performance correlation over time.
JMOM Correlation, as a component of the JPMorgan Funds, is crafted to closely correlate with the performance of the JP Morgan US Momentum Factor Index. This fund aims to replicate the constituent securities of the Underlying Index, utilizing both full replication and representative sampling strategies to achieve its objective. With at least 80% of its assets invested in securities included in the Underlying Index, JMOM Correlation emphasizes positive momentum factor characteristics in its investment approach. Regular rebalancing activities ensure that the portfolio remains aligned with changes in the Underlying Index composition, enhancing the correlation with market movements over time. Employing a passive investment strategy, JMOM Correlation offers investors a reliable means to access the potential returns associated with the momentum factor in the U.S. equity market while minimizing deviations from the benchmark index.
JMOM Sector, an integral part of the JPMorgan Funds, is strategically crafted to provide investors with exposure to various sectors while closely tracking the performance of the JP Morgan US Momentum Factor Index. This fund seeks to invest at least 80% of its assets in securities included in the Underlying Index, with a focus on positive momentum factor characteristics within each sector. Leveraging both full replication and representative sampling strategies, JMOM Sector aims to replicate the constituent securities of the Underlying Index, ensuring diversification across different sectors. Regular rebalancing activities align the portfolio with changes in the composition of the Underlying Index, maintaining sector-specific exposures. By employing a passive investment approach, JMOM Sector offers investors a convenient means to access the potential returns offered by the momentum factor across various sectors of the U.S. equity market while minimizing tracking error and enhancing sector-specific performance correlation over time.
JMOM Exposure, as part of the JPMorgan Funds, is meticulously designed to provide investors with comprehensive exposure to the JP Morgan US Momentum Factor Index. This fund aims to replicate the constituent securities of the Underlying Index, utilizing both full replication and representative sampling strategies to achieve its objective. With a commitment to investing at least 80% of its assets in securities included in the Underlying Index, JMOM Exposure emphasizes positive momentum factor characteristics in its investment strategy. Regular rebalancing activities ensure that the portfolio remains aligned with changes in the composition of the Underlying Index, enhancing exposure to the momentum factor across different market conditions. By adopting a passive investment approach, JMOM Exposure offers investors a straightforward means to access the potential returns associated with the momentum factor in the U.S. equity market, while minimizing tracking error and enhancing performance correlation over time.
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