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JPMorgan SmartAllocation Income Fund - C (SAICX)

JPMorgan SmartAllocation Income Fund - C (SAICX)
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:
Barbara Miller| Managing Director Biography

Barbara E. Miller, managing director, is the manager and a senior portfolio manager for the Fixed Income Mid Institutional Taxable Group. This group supports the Managed Income Portfolios, which provide individually managed fixed income investments for fully discretionary, institutional accounts and personal investment management accounts. Barb is responsible for creating the tactical portfolios, market strategy and security selection according to asset allocation guidelines for the Managed Income Portfolios. An employee since 1994, she was previously an investment manager for Central Benefits Mutual Insurance Co., a portfolio manager for fixed income and equities at Midland Mutual Life Insurance Company, and a portfolio manager and trader for trust portfolios at National City Bank.

Education
  • B.S. Finance and Banking, Franklin University
Experience
  • Industry Experience, 36 Years
  • Firm Experience, 20 Years
  • Fund Experience, 2 Years
Michael McClinchie| Executive Director Biography

Michael McClinchie, executive director, is a portfolio manager for the Fixed Income Mid Institutional Taxable Group. This group supports the Managed Income Portfolios, which provide individually managed fixed income investments for fully discretionary, institutional accounts and personal investment management accounts. Michael is responsible for creating the target allocation portfolios, market strategy and security selection according to asset allocation guidelines for the Managed Income Portfolios. Prior to this position, he was an institutional portfolio manager in the Portfolio Management Group managing discretionary portfolios with marketable securities totaling approximately $600 million. Prior to joining the firm in 1997 as an account review officer in the Portfolio Management Group, Michael was an analyst in Global Securities Lending at Mellon Bank.

Education
  • B.A. Finance, Westminster College
  • M.B.A. Finance,University of Dayton
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 17 Years
  • Fund Experience, 2 Years

The Fund invests in securities including junk bonds, loans and instruments that are issued by companies that are highly leveraged, less creditworthy or financially distressed. These investments are considered to be speculative and are subject to greater risk of loss, greater sensitivity to interest rate and economic changes, valuation difficulties and potential illiquidity. Such investments are subject to additional risks including, but not limited to, subordination to other creditors, no collateral or limited rights in collateral, lack of a regular trading market, extended settlement periods, liquidity risks, prepayment risks, and lack of publicly available information.

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.