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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned 5.26 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -1.6% |
| 1 Year | 5.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 0.53 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
