JPMorgan Strategic Preservation Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 3 3
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 98 Tactical Allocation 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 5.42 percent over the past year, 3.76 percent over the past three years, and 3.40 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 0.4%
1 Year 5.4%
3 Years (Annualized) 3.8%
5 Years (Annualized) 3.4%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide a total return from a diversified portfolio of stocks and bonds. The fund allocates assets among various types of U.S. and foreign equity and fixed income investments based on the following model allocation: 0-40% equity securities, 0-60% convertible bonds, 0-100% fixed income securities and 0-100% cash or cash-like instruments. The allocation to equity securities and convertible bonds will not exceed 60% of the fund's total assets except for temporary defensive positions. The fund may invest in high-yield securities which are rated below investment grade. It may enter into short sales. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
JPMorgan Strategic Preservation Fund has an expense ratio of 1.33 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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