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Strategic Income Opportunities Fund - A (JSOAX)

Strategic Income Opportunities Fund - A (JSOAX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
William Eigen
William Eigen| Managing Director Biography

William H. Eigen III, CFA, is the head of Absolute Return and Opportunistic Fixed Income strategies for J.P. Morgan Asset Management. Prior to joining the firm in 2008, Bill headed HCM's Fixed Income Group and spent 12 years at Fidelity Investments as an analyst and lead portfolio manager, where he managed approximately $10 billion across a number of multi-sector mutual funds and institutional products, including the $8 billion Fidelity Strategic Income Fund. Bill began his career in 1990 as a Group Pension Investment consultant in the Retirement and Investment Services Group at CIGNA, where he completed his tenure as a Stable Value (GIC) Investment manager, focusing specifically on the development of dedicated fixed-income portfolio management strategies.

Education
  • B.S., Finance, University of Rhode Island
Experience
  • Industry Experience, 24 Years
  • Firm Experience, 6 Years
  • Fund Experience, 6 Years
Other funds managed by William Eigen:
Tim Neumann
Timothy N. Neumann| Managing Director Biography

Timothy N. Neumann, CFA, is a portfolio manager in the Absolute Return and Opportunistic Fixed Income strategies for J.P. Morgan Asset Management. An employee since 1997, Tim previously worked as a portfolio manager at Lehman Brothers Global Asset Management, specializing in mortgage-backed securities accounts. Prior to joining Lehman, he managed fixed income portfolios at Allstate Insurance.

Education
  • B.S., Business Administration/Accounting, University of Nebraska
Experience
  • Industry Experience, 27 Years
  • Firm Experience, 17 Years
  • Fund Experience, 5 Years
Jarred Sherman
Jarred Sherman| Executive Director Biography

Jarred Sherman, CFA, is a portfolio manager for the Absolute Return and Opportunistic Fixed Income strategies for J.P. Morgan Asset Management. Prior to taking on this role, Jarred was a lead portfolio manager responsible for the strategy development and management of the enhanced cash and short duration portfolios within the U.S Fixed Income Group. An employee since 1999, Jarred has also served as an investment analyst within the Short Term Fixed Income Product Group.

Education
  • B.A., Economics, University of Pennsylvania
  • M.B.A., Columbia University
Experience
  • Industry Experience, 15 Years
  • Firm Experience, 15 Years
  • Fund Experience, 5 Years

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

Ordinarily the Fund will invest no more than 75% of its total assets in credit securities.

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.

The Fund has the ability to invest 100% of its total assets in high yield securities.

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 engage in short sales. There is no guarantee that the use of long and short positions will succeed in limiting the Fund's exposure to domestic stock market movements, capitalization, sector-swings or other risk factors. Investment in a portfolio involved in long and short selling may have higher portfolio turnover rates. This will likely result in additional tax consequences. Short selling involves certain risks, including additional costs associated with covering short positions and a possibility of unlimited loss on certain short sale positions.

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 will invest no more than 50% of its total assets in foreign and emerging markets securities.

The Fund has an absolute return orientation which means that it is not managed relative to an index.