JPMB issuer, managed by JPMorgan Funds, aims to mirror the performance of the JPMorgan Emerging Markets Risk-Aware Bond Index by investing at least 80% of its assets in securities listed in the Underlying Index. This index, crafted by J.P. Morgan Securities LLC, focuses on liquid, U.S. dollar-denominated sovereign and quasi-sovereign fixed and floating-rate debt securities from emerging markets. Both the Index Provider and the adviser are subsidiaries of JPMorgan Chase & Co. The fund utilizes a passive investment approach, employing stratified sampling and optimization techniques to minimize tracking error. Additionally, it may invest in private placements and securities rated below investment grade, and it has the flexibility to allocate up to 20% of its assets in futures contracts, credit default swaps, and other exchange-traded funds to enhance performance. With a non-diversified portfolio, the fund may concentrate its investments in specific industries or groups thereof.
JPMB Dividend, managed by JPMorgan Funds, is designed to provide investors with a steady income stream through dividend payments. The fund invests primarily in dividend-paying equities, aiming to generate attractive yields for its shareholders. Leveraging the expertise of JPMorgan Chase & Co., the fund employs a rigorous selection process to identify companies with strong fundamentals and sustainable dividend policies. With a diversified portfolio, JPMB Dividend seeks to minimize risk while capturing opportunities across various sectors and regions. By focusing on dividend-paying stocks, the fund offers investors the potential for both income and capital appreciation over the long term, making it an attractive option for those seeking regular income from their investments.
JPMB Tracking, managed by JPMorgan Funds, is tailored for investors seeking to closely follow the performance of the JPMorgan Emerging Markets Risk-Aware Bond Index. With a commitment to transparency and efficiency, the fund invests at least 80% of its assets in securities included in the Underlying Index, meticulously tracking its movements. Utilizing a combination of stratified sampling and optimization techniques, JPMB Tracking aims to minimize tracking error and ensure alignment with the Underlying Index's risk factors, including interest rate exposure, credit exposure, and country/regional exposure. Rebalancing monthly within each country and semi-annually across countries, the fund also considers transaction costs, liquidity, capacity, and other factors when implementing its tracking strategies. This approach allows investors to gain exposure to emerging market fixed-income securities while benefiting from the fund's disciplined tracking methodology.
JPMB Correlation, managed by JPMorgan Funds, offers investors a strategic approach to navigating market correlations within the JPMorgan Emerging Markets Risk-Aware Bond Index. The fund focuses on understanding and managing the correlation between its portfolio and the index, aiming to provide a reliable hedge against market volatility. Leveraging sophisticated quantitative models and risk management techniques, JPMB Correlation dynamically adjusts its holdings to maintain a consistent correlation profile with the index. By actively monitoring and adjusting its investments, the fund seeks to mitigate downside risk while potentially capturing upside opportunities in emerging market fixed-income securities. With a disciplined approach to correlation management, JPMB Correlation provides investors with a valuable tool for managing risk within their portfolios.
JPMB Sector, managed by JPMorgan Funds, focuses on providing investors with exposure to specific sectors within the market. The fund employs a strategic approach to sector investing, carefully selecting securities from targeted industries that exhibit strong growth potential and favorable market dynamics. Leveraging the expertise of JPMorgan Chase & Co., JPMB Sector aims to capitalize on sector-specific trends and opportunities while mitigating risks through diversification. With a keen focus on fundamental analysis and market research, the fund seeks to outperform sector benchmarks by identifying undervalued assets and staying ahead of industry trends. Whether investors seek exposure to technology, healthcare, energy, or other sectors, JPMB Sector offers a tailored investment strategy designed to capitalize on sector-specific opportunities and enhance portfolio performance.
JPMB Exposure, managed by JPMorgan Funds, provides investors with a diversified portfolio designed to capture specific exposures within the market. The fund strategically allocates its assets to target desired investment themes, asset classes, or regions, offering investors the opportunity to tailor their portfolios according to their risk preferences and investment objectives. Leveraging JPMorgan Chase & Co.'s research capabilities and market insights, JPMB Exposure aims to optimize exposure to various factors such as growth, value, size, and geographic regions. Whether investors seek exposure to emerging markets, specific industries, or asset classes, JPMB Exposure employs a disciplined approach to asset allocation to help investors capitalize on market opportunities while managing risk effectively. With a focus on delivering targeted exposures, the fund aims to enhance portfolio performance and meet the evolving needs of investors in today's dynamic market environment.
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