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Diversified Fund - A (JDVAX)

Diversified Fund - A (JDVAX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
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.

  • B.S., Industrial Engineering, Cornell University
  • Industry Experience, 18 Years
  • Firm Experience, 18 Years
  • Fund Experience, 6 Years
Other funds managed by Michael Schoenhaut:
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.

  • B.S., Finance, Boston College University
  • Industry Experience, 12 Years
  • Firm Experience, 12 Years
  • Fund Experience, 4 Years
Other funds managed by Nicole Goldberger:
John Speer
John Speer| Vice President Biography

John Speer, vice president, is a portfolio manager in the IM Solutions - Global Multi Asset Group (GMAG), based in New York. An employee since 2007, John focuses on portfolio construction and tactical asset allocation. Prior to joining GMAG, John worked in the Private Bank at J.P. Morgan doing portfolio construction and quantitative analysis for high net worth individuals, endowments, and foundations. John holds a B.A. in economics and computer science from the College of the Holy Cross.

  • Industry Experience, 8 Years
  • Firm Experience, 8 Years
  • Fund Experience, 1 Year
Other funds managed by John Speer:

The Fund invests in foreign securities, which are subject to special currency, political and economic risks. The Fund may also invest in futures contracts and other derivatives. This may make the Fund more volatile.

The fund may invest 25%-50% in U.S. and foreign fixed income securities.

The fund may invest 30%-75% in U.S. small-, medium-and large-cap equity securities. It may invest 0%-30% in foreign equity securities.

The Fund may invest up to 15% in high yield securities.

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's investment in 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. When the value of a fund's securities goes down, an investment in a fund decreases in value.

The Fund may invest in securities that are below investment grade (i.e., "high yield" or "junk bonds") that are generally rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service. Although these securities tend to provide higher yields than higher-rated securities, there is a greater risk that the Fund's share price will decline.

Total return assumes reinvestment of income.