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JPMorgan SmartAllocation Equity Fund - C (SAECX)

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

Jeffrey Geller is a Chief Investment Officer of Multi-Asset Solutions. As head of the New York team, he has investment oversight responsibility for all accounts managed by the group. Jeff is also a portfolio manager for less constrained multi-asset class portfolios as well as portfolios with alternatives exposure. Before joining J.P. Morgan 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). Jeff earned a B.A. in Government from Clark University and an M.B.A. in Finance from the University of Chicago Graduate School of Business and is a CFA charterholder.

Education
  • B.A., Government, Clark University
  • M.B.A., Finance, University of Chicago Graduate School of Business
Experience
  • Industry Experience, 37 Years
  • Firm Experience, 9 Years
  • Fund Experience, 3 Years
Other funds managed by Jeffrey Geller:
Anne Lester
Anne Lester| Managing Director Biography

Anne Lester is a portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management's Global Investment Management Solutions where she is responsible for advancing the firm's market-leading retirement investment product offering and thought leadership. Ms. Lester has also been responsible for the development of the firm's defined contribution asset allocation strategies including the JPMorgan SmartRetirement target date funds and the firm’s Dynamic Withdrawal strategy. She is also a member of the portfolio management team of the JPMorgan Income Builder Fund. Prior to joining the firm in 1992, 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, 23 Years
  • Firm Experience, 23 Years
  • Fund Experience, 3 Years
Other funds managed by Anne Lester:
Michael Schoenhaut
Michael Schoenhaut| CFA – Managing Director Biography

Michael Schoenhaut is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in New York. Michael, an employee since 1997, is primarily responsible for portfolio construction, manager selection and the interpretation and implementation of the team’s asset allocation views in their multi-asset portfolios. He manages a global suite of multi-asset income funds, the SmartRetirement target date funds, and traditional balanced strategies. Michael obtained a B.S. in Operations Research and Industrial Engineering from Cornell University and is a CFA charterholder.

Education
  • B.S., Industrial Engineering, Cornell University
Experience
  • Industry Experience, 18 Years
  • Firm Experience, 18 Years
  • Fund Experience, 3 Years
Other funds managed by Michael Schoenhaut:
Dan Oldroyd
Daniel Oldroyd| CFA, CAIA – Managing Director Biography

Daniel Oldroyd is a portfolio manager and the Head of Target Date Strategies for Multi-Asset Solutions. Dan is responsible for the management of the J.P. Morgan SmartRetirement target-date funds as well as custom target date fund strategies and portfolios. In addition, he leads a team of Client Portfolio Managers responsible for the management and client service of the SmartRetirement suite. An employee since 2000, Dan has held several positions prior to his current role, including investment strategist and manager research of non-proprietary investment managers for J.P. Morgan Retirement Plan Services. He earned a Bachelor of Science in Finance and International Business from Georgetown University and is a CFA charterholder as well as a CAIA charterholder.

Experience
  • Industry Experience, 16 Years
  • Firm Experience, 15 Years
  • Fund Experience, 3 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.

Total return assumes reinvestment of income.