JPMorgan Funds, as the issuer of the Fund seeking to mirror the JP Morgan Diversified Factor US Equity Index, holds a distinctive approach to investment. With at least 80% of its assets dedicated to securities within the Index, the Fund offers investors exposure to a diversified array of factor characteristics, meticulously designed by JPMorgan's advisor. Administered by FTSE International Limited, the Index strategically selects U.S. equity securities from the Russell 1000 Index, emphasizing large- and mid-cap stocks across various sectors. The underlying multi-factor selection process prioritizes value, momentum, and quality equally, aiming to capture favorable pricing, robust performance trends, and superior financial metrics among sector peers. While the Fund adopts a passive investment approach, closely mirroring the Index, it may resort to representative sampling to approximate constituent securities' characteristics, particularly when practical constraints arise. With a commitment to rebalancing quarterly and the potential use of exchange-traded futures contracts, the Fund endeavors to align with the dynamic composition and performance of the Underlying Index, providing investors a strategic avenue into the U.S. equity market.
JPUS Dividend, an offering within the JPMorgan Funds portfolio, caters to investors seeking income generation through dividends within the U.S. equity market. Leveraging the JP Morgan Diversified Factor US Equity Index, the Fund strategically selects large- and mid-cap securities with a focus on dividend-paying companies. With at least 80% of its assets allocated to securities within the Index, JPUS Dividend provides investors with exposure to a diversified array of sectors while prioritizing companies with a history of consistent dividend payouts. Managed by JPMorgan's advisors, the Fund's investment strategy emphasizes the importance of value, momentum, and quality factors, aiming to capture both dividend yield and potential capital appreciation. Through a passive indexing approach, JPUS Dividend seeks to closely track the performance of the Underlying Index, offering investors an opportunity for income generation and potential long-term growth within the U.S. equity market.
JPUS Tracking, a component of the JPMorgan Funds lineup, is tailored for investors seeking to closely mirror the performance of the JP Morgan Diversified Factor US Equity Index. With a commitment to passive indexing, JPUS Tracking allocates at least 80% of its assets to securities within the Index, providing investors exposure to a diversified selection of large- and mid-cap U.S. equity securities. Managed by JPMorgan's advisors, the Fund follows a disciplined investment strategy, emphasizing the key factors of value, momentum, and quality in security selection. By replicating the constituent securities of the Underlying Index as closely as possible, JPUS Tracking aims to offer investors a straightforward and efficient means of participating in the performance of the U.S. equity market. With periodic rebalancing and potential utilization of representative sampling, the Fund endeavors to maintain alignment with the evolving composition and performance trends of the Underlying Index, providing investors with a reliable avenue for passive tracking of U.S. equity market movements.
JPUS Correlation, part of the JPMorgan Funds suite, is designed for investors seeking to manage risk through diversification and correlation analysis within the U.S. equity market. The fund's objective is to closely track the JP Morgan Diversified Factor US Equity Index, emphasizing correlation strategies to mitigate portfolio volatility. With at least 80% of its assets invested in securities within the Index, JPUS Correlation offers exposure to a diversified range of large- and mid-cap U.S. equity securities. Managed by JPMorgan's advisors, the fund employs a disciplined investment approach, focusing on factors such as value, momentum, and quality to optimize correlation dynamics. Through periodic rebalancing and potential utilization of representative sampling, JPUS Correlation aims to align with the correlation patterns of the underlying index constituents, providing investors with a strategic tool to manage risk and enhance portfolio stability within the U.S. equity market.
JPUS Sector, a component of the JPMorgan Funds family, caters to investors seeking targeted exposure to specific sectors within the U.S. equity market. The fund's primary objective is to closely mirror the performance of the JP Morgan Diversified Factor US Equity Index, focusing on individual sectors rather than the broader market. With a minimum of 80% of its assets allocated to securities within the Index, JPUS Sector provides investors with concentrated exposure to a diversified array of sectors such as technology, healthcare, financials, and more. Managed by JPMorgan's seasoned advisors, the fund employs a disciplined investment strategy, emphasizing key factors like value, momentum, and quality within each sector. Through periodic rebalancing and potential utilization of representative sampling, JPUS Sector seeks to align with the performance trends and dynamics specific to each sector, offering investors an opportunity to capitalize on sector-specific opportunities within the U.S. equity market while managing risk through diversification.
JPUS Exposure, a component of the JPMorgan Funds family, is tailored for investors seeking comprehensive exposure to the U.S. equity market. The fund's primary objective is to closely track the performance of the JP Morgan Diversified Factor US Equity Index, offering investors broad-based exposure to a diversified range of large- and mid-cap U.S. equity securities. With a commitment to passive indexing, JPUS Exposure allocates at least 80% of its assets to securities within the Index, providing investors with a straightforward and efficient means of participating in the performance of the U.S. equity market. Managed by JPMorgan's experienced team of advisors, the fund employs a disciplined investment strategy, focusing on key factors such as value, momentum, and quality to optimize portfolio performance. Through periodic rebalancing and potential utilization of representative sampling, JPUS Exposure aims to maintain alignment with the evolving composition and performance trends of the underlying index constituents, offering investors a reliable avenue for broad exposure to the U.S. equity market.
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