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JPMorgan SmartAllocation Equity Fund - R2 (JSMRX)

JPMorgan SmartAllocation Equity Fund - R2 (JSMRX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Jeff Geller
Jeffrey Geller| Managing Director Biography

Jeffrey Geller is the Chief Investment Officer of the U.S. Global Multi-Asset Group. As head of the New York team, he has investment oversight responsibility for all accounts managed by the group and is leading the initiative to develop a multi-asset class, absolute return vehicle. Before joining JPMorgan in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group, where he served as chairman of Russell's hedge fund investment committee. Prior to that, Jeff was a senior partner at BEA Associates (Credit Suisse Asset Management).

Education
  • B.A., Government, Clark University
  • M.B.A., Finance, University of Chicago Graduate School of Business
Experience
  • Industry Experience, 36 Years
  • Firm Experience, 8 Years
  • Fund Experience, 2 Years
Other funds managed by Jeffrey Geller:
Anne Lester
Anne Lester| Managing Director Biography

Anne Lester joined the firm in 1992. She is a senior portfolio manager in the Global Multi-Asset Group, where she is responsible for the firm's DC asset allocation products including the SmartRetirement target-date funds. She is also the portfolio manager for a number of defined benefit plans. Prior to joining the firm, Anne was awarded a Fulbright Scholarship in 1990 and spent over a year in Tokyo, working for a member of the Japanese Parliament. Previously, she worked for the Senate Governmental Affairs Committee.

Education
  • B.A., Politics, Princeton University
  • M.A., International Economics and Japan Studies, Johns Hopkins University School for Advanced International Studies
Experience
  • Industry Experience, 22 Years
  • Firm Experience, 22 Years
  • Fund Experience, 2 Years
Other funds managed by Anne Lester:
Michael Schoenhaut
Michael Schoenhaut| Managing Director Biography

Michael Schoenhaut, managing director, is head of portfolio construction for the Global Multi-Asset Group ("GMAG") in the US. He is a member of the Investment Committee of the US GMAG and focuses on portfolio construction, manager analysis and tactical asset allocation. An employee since 1997, Michael is a portfolio manager for income strategies, target date strategies, and balanced strategies. Michael obtained a BS in Operations Research and Industrial Engineering from Cornell University and is a CFA charterholder.

Education
  • B.S., Industrial Engineering, Cornell University
Experience
  • Industry Experience, 17 Years
  • Firm Experience, 17 Years
  • Fund Experience, 2 Years
Other funds managed by Michael Schoenhaut:
Dan Oldroyd
Daniel Oldroyd| Vice President Biography

Daniel Oldroyd, vice president,is a portfolio manager for the Global Multi-Asset Group, based in New York, focusing on the J.P. Morgan SmartRetirement target-date funds. An employee since 2000, he has held several positions including investment strategist for J.P. Morgan Retirement Plan Services, responsible for communicating investment management information to Retirement Plan Services' clients and providing ongoing monitoring of the plan's investment options. Prior to this, he was responsible for manager research of non-proprietary investment managers for J.P. Morgan Retirement Plan Services. Dan obtained a B.S. with honors in finance and international business from Georgetown University. Dan is a CFA charterholder, holds FINRA Series 7 and 63 licenses, and is a member of NYSSA and The CFA Institute.

Experience
  • Industry Experience, 15 Years
  • Firm Experience, 14 Years
  • Fund Experience, 2 Years
Other funds managed by Daniel Oldroyd:

Certain Underlying Funds are highly concentrated in real estate securities including REITs. These securities are subject to the same risks as direct investments in real estate and mortgages, and their value will depend on the value of the underlying real estate interests. These risks include default, prepayments, changes in value resulting from changes in interest rates and demand for real and rental property, and the management skill and creditworthiness of REIT issuers. The Underlying Funds will indirectly bear their proportionate share of expenses, including management fees, paid by each REIT in which they invest in addition to the expenses of the Underlying Funds.

The price of equity securities may rise or fall because of changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. These price movements may result from factors affecting individual companies, sectors or industries selected for the Fund's portfolio or the securities market as a whole, such as changes in economic or political conditions. Equity securities are subject to "stock market risk," meaning that stock prices in general (or in particular, the prices of the types of securities in which a fund invests) may decline over short or extended periods of time. When the value of a Fund's securities goes down, an investment in a Fund decreases in value.

International investing involves special risks, including economic, political, and currency instability - especially in emerging markets. The Fund's investments in emerging markets could lead to more volatility in the value of the Fund's shares. The small size of securities markets and the low trading volume may lead to a lack of liquidity, which leads to increased volatility. Emerging markets may not provide adequate legal protection for private or foreign investment or private property.

The Fund may use futures contracts, swaps, and derivatives in connection with its investment strategies. Derivatives are subject to the risk that changes in the value of a derivative may not correlate perfectly with the underlying asset, rate or index.