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Diversified Real Return Fund - R5 (JRLRX)

Diversified Real Return Fund - R5 (JRLRX)
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, 37 Years
  • Firm Experience, 9 Years
  • Fund Experience, 4 Years
Other funds managed by Jeffrey Geller:
Katherine Santiago
Katherine Santiago| Vice President Biography

Katherine S Santiago, CFA, vice president, is a member of the firm's Global Multi-Asset Group based in New York. An employee since 2005, Katherine is a portfolio manager and member of the quantitative research team. She currently focuses on applied research for both strategic and tactical asset allocation decisions across multi-asset class accounts. She is also responsible for the ongoing research agenda for J.P. Morgan's target date funds. She was the co-author of the whitepaper Ready!Fire!Aim?, which was published in March 2007. She is a CFA charterholder.

Education
  • B.A. in mathematics from Bowdoin College
  • M.S. in mathematics in finance from New York University
Experience
  • Industry Experience, 10 Years
  • Firm Experience, 10 Years
  • Fund Experience, 4 Years
Other funds managed by Katherine Santiago:
Maddi Dessner
Maddi Dessner| Executive Director Biography

Maddi Dessner, executive director, is a portfolio manager in the Global Multi-Asset Group, based in New York. An employee since 1995, previously Maddi was a client portfolio manager in the Global Emerging Markets Group. Prior to joining the GEM group in 2000, Maddi spent four years in the Foreign Exchange sales and trading group. Maddi is a CFA charterholder and holds FINRA Series 7 and 63 licenses.

Education
    B.A., Economics, State University of New York at Buffalo MBA, Finance, State University of New York at Buffalo
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 20 Years
  • Fund Experience, 4 Years
Other funds managed by Maddi Dessner:
Nicole Goldberger
Nicole Goldberger| Vice President Biography

Nicole Goldberger, executive director, is a portfolio manager in the IM Solutions - Global Multi Asset Group (GMAG), based in New York. An employee since 2003, she is currently responsible for portfolio construction and manager due diligence across the J.P. Morgan platform. Previously she supported the global asset allocation and balanced portfolios as a Client Portfolio Manager. Nicole earned a Bachelors of Science in Finance from Boston College, and is a CFA charterholder.

Education
  • B.S., Finance, Boston College University
Experience
  • Industry Experience, 12 Years
  • Firm Experience, 12 Years
  • Fund Experience, 4 Years
Other funds managed by Nicole Goldberger:

The Fund's fixed income securities are subject to interest rate risk. If rates increase, the value of the Fund's investments generally declines.

The Fund may invest in futures contracts and derivatives. Many derivatives create leverage that can cause the Fund to be more volatile than it would be if it had not used derivatives.

The Fund invests in other J.P. Morgan Funds and ETFs as a primary strategy, so the Fund's investment performance and risks are directly related to the performance and risks of the underlying funds. Shareholders bear both their proportionate share of the Fund's expenses, but also similar expenses of the investment company. An ETF may not track the underlying index and may result in a loss that may be disproportionately higher than the amount invested.

The Fund may invest in ETNs, the value of which may be influenced by time to maturity, level of supply and demand for the ETN, volatility and lack of liquidity in underlying commodities markets, changes in the applicable interest rates, changes in the issuer's credit rating and economic, legal, political or geographic events that affect the referenced commodity.

Developments affecting commodities will have a disproportionate impact on the Fund. The natural resources and energy sectors can be significantly affected by changes in the prices and supplies of oil, gas and other energy fuels, exploration and production spending and the success of energy spending, energy conservation, and tax and other government regulations, policies of the Organizations of Petroleum Exporting Countries (OPEC) and oil importing nations. Therefore, the securities of companies in the energy and natural resources sectors may experience more price volatility than companies in other industries. Use of leveraged commodity-linked derivatives creates an opportunity for increased return but, at the same time, creates the possibility for greater loss (including the likelihood of greater volatility of the Fund's net asset value), and there can be no assurance that the Fund's use of leverage will be successful.

Asset allocation/diversification does not guarantee investment returns and does not eliminate the risk of loss.

Total return assumes reinvestment of income.