JPMorgan Ex-G4 Currency Strategies Fund

U.S. News evaluated 22 Multicurrency Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -5.12 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -1.2%
1 Year -5.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return. The fund seeks to provide exposure to a combination of currencies other than G4 currencies. The G4 currencies are the U.S. Dollar, Euro, Yen and the Pound Sterling (GBP). Under normal circumstances, at least 50% of the fund's total assets will be rated AAA or the equivalent by Moody's Investors Service, Inc. (Moody's), Standard & Poor's Corporation (S&P), or Fitch Ratings (Fitch) or the unrated equivalent. The fund may invest up to 10% of total assets in below investment grade securities. It normally seeks to maintain a duration of two years or less. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
JPMorgan Ex-G4 Currency Strategies Fund has an expense ratio of 0.72 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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