The investment seeks income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 70% in income securities and 30% in equity securities.
Fund filings (PDF) »
Michael Loeffler (Started: Jan 1, 2005)
Ove Fladberg (Started: Nov 1, 2010)
Nicholas D’Eramo (Started: Feb 28, 2014)
Pete Klingelhofer (Started: Nov 1, 2015)
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100 Wood Street, 245 Park Avenue, New York, NY 10167, USA