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Diversified Fund - Select (JDVSX)

Diversified Fund - Select (JDVSX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
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, 6 Years
Other funds managed by Michael Schoenhaut:
Nicole Goldberger
Nicole Goldberger| CFA – Executive Director Biography

Nicole Goldberger is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in New York. An employee since 2003, she is responsible for manager selection and portfolio construction across both traditional and alternative asset classes. She focuses on portfolio management and the interpretation of tactical asset allocation strategy for outcome-oriented strategies, including total return, inflation and liability-aware, as well as numerous diversified portfolios. Nicole earned a B.S. 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:
John Speer
John Speer| CFA – Vice President Biography

John Speer is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in New York. An employee since 2007, John focuses on manager selection, portfolio construction, and tactical asset allocation across both traditional and alternative asset classes. John previously worked in the Private Bank at J.P. Morgan focusing on 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 and is a CFA charterholder.

Experience
  • 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.