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Disciplined Equity Fund - R6 (JDEUX)

Disciplined Equity Fund - R6 (JDEUX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Raffaele Zingone
Raffaele Zingone| Vice President Biography

Raffaele Zingone, CFA, is head of the U.S. Structured Equity Group. An employee since 1991, Ralph is responsible for the management of a range of large cap structured equity portfolios. Prior to his role in structured equity, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York.

Education
  • B.A., Mathematics/Economics, College of the Holy Cross
  • M.B.A., Finance, New York University
Experience
  • Industry Experience, 23 Years
  • Firm Experience, 23 Years
  • Fund Experience, 12 Years
Other funds managed by Raffaele Zingone:
Terance Chen
Terance Chen| Managing Director Biography

Terance Chen, CFA, is a portfolio manager in the U.S. Equity Group. An employee of J.P. Morgan since 1994, he was a quantitative equity research analyst prior to his current position. In his current role, he is responsible for the management of the Research Enhanced Index strategies and is also the portfolio manager of several long/short strategies, including Research Market Neutral and Research Enhanced Index 130/30.

Education
  • B.S., Finance, New York University's Stern School of Business
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 20 Years
  • Fund Experience, 9 Years
Other funds managed by Terance Chen:
Steven Lee
Steven Lee| Managing Director Biography

Steven G. Lee is an analyst in the U.S. Equity Research Group. An employee since 2004, Steven is responsible for covering the autos, transportation, and aerospace/defense sectors. Before joining the firm, he was a research analyst covering the global chemicals sector at Bernstein Investment Research and Management. Prior to that, he was a management consultant with Booz-Allen & Hamilton and an engineer with Ford Motor Company.

Education
  • B.S., Economics and Engineering, University of Pennsylvania
  • M.S. in Engineering, Massachusetts Institute of Technology
  • M.B.A., University of Michigan, Ann Arbor
Experience
  • Industry Experience, 21 Years
  • Firm Experience, 10 Years
  • Fund Experience, 1 Year
Other funds managed by Steven Lee:
Aryeh Glatter
Aryeh Glatter| Executive Director Biography

Aryeh Glatter, executive director, is a portfolio manager on the Large Cap Value Team within the U.S. Equity Group. Prior to joining the firm in 2011, Aryeh was a portfolio manager at AllianceBernstien, where he managed large cap equities from 2000 to 2009. Aryeh began his career at Alliance Capital as an equity analyst in 1992 covering a broad range of consumer industries. Prior to completing his M.B.A., Aryeh worked from 1988 to 1990 as an associate in the Public Finance Dept. of Citicorp Investment Bank.

Education
  • B.S. from Brooklyn College
  • M.B.A. from New York University
Experience
  • Industry Experience, 26 Years
  • Firm Experience, 3 Years
  • Fund Experience, less than 1 year
Other funds managed by Aryeh Glatter:

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.

The Fund may invest in derivatives that may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions and could result in losses that significantly exceed the Fund's original investment. Many derivatives create leverage that can cause the Fund to be more volatile than it would be if it had not used derivatives.