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Investment Vehicles
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-
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-
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Score : 80
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|
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Citation :The Fund invests in separate underlying strategies by investing directly in individual securities, in other mutual funds and exchange traded funds (ETFs) within the same group of investment companies (J.P. Morgan Funds), and for the limited purposes described below, in passive ETFs that are managed by unaffiliated investment advisers (unaffiliated passive ETFs)
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Equity Securities Allocation
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35%
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80%
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Score : 95
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Citation :35%–80% equity securities
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Fixed Income Securities Allocation
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15%
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65%
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Score : 95
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|
|
Citation :15%–65% fixed income securities
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Convertible Securities Allocation
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0%
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10%
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Score : 95
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|
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Citation :0%–10% convertible securities
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|
Maximum Total Annual Fund Operating Expenses
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-
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0.65%
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Score : 90
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|
|
Citation :exceed 0.65% of the average daily net assets of Class L Shares (the “fee limitation amount”)
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Investment Grade Requirement
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-
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-
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Score : 90
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|
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Citation :the remainder of the fixed income allocation will be invested directly in securities that, at the time of purchase are rated investment grade
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Max Investment in Below Investment Grade Securities
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-
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25%
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Score : 95
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|
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Citation :the Fund may only invest up to 25% of its total assets in certain below investment grade securities (also known as high yield securities or junk bonds).
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Max Investment in Underlying Funds
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-
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30%
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Score : 95
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|
|
Citation :The Fund may invest up to 30% of its total assets in shares of equity or fixed income underlying funds in order to expose the Fund to certain asset classes.
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Use of Derivatives
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-
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-
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Score : 90
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|
|
Citation :The Fund may use derivatives, which are instruments that have a value based on another instrument, exchange rate or index, as substitutes for securities in which the Fund can invest.
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Cash Management and Derivatives Collateral
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-
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-
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Score : 70
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|
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Citation :The Fund may hold cash or cash equivalents for various purposes, including in connection with segregation for derivatives transactions, as collateral for derivatives transactions or for temporary defensive purposes.
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