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Equity Index Fund - A (OGEAX)

Equity Index Fund - A (OGEAX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
 
Michael Loeffler| CFA – Executive Director Biography

Michael Loeffler is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in Columbus. His responsibilities include implementation of the allocation strategy for the JPMorgan Investor Funds, a series of multi-asset funds. In addition, Michael serves as portfolio manager for the U.S. Equity Index strategy and assists in the management of the team’s enhanced index strategies. He is also responsible for producing research and reports to support the asset allocation investment process and performing manager due diligence reviews for the fund selection process. Michael joined the firm in 1999 as an investment operations analyst where he processed One Group mutual fund trades for trust accounts and then joined the current investment team in 2000. Prior to joining the firm, he was a mutual fund accountant at BISYS Fund Services. Michael earned a B.S. in Finance from Ohio University and is a CFA charterholder.

Education
  • B.S., Finance, Ohio University
Experience
  • Industry Experience, 18 Years
  • Firm Experience, 16 Years
  • Fund Experience, 11 Years
Other funds managed by Michael Loeffler:
 
Nicholas D'Eramo| Vice President Biography

Nicholas D'Eramo is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in Columbus. He is a member of the team managing the JPMorgan Investor Funds, a series of multi-asset funds, and the Strategic Mid-Institutional Asset Allocation Portfolios. In addition, Nick serves as a portfolio manager for the JPMorgan U.S. Equity Index Fund. His responsibilities include research, monitoring and communicating global economic data and trends, portfolio implementation and marketing support. An employee of the firm since 2000, Nick previously held several positions within the firm, including portfolio manager for the JPM International Equity Index Fund, equity trader for Bank One Investment Advisors and senior employee benefits reporting analyst in the Banc One Investment Management Group. Prior to joining the firm, he was a senior mutual fund accountant at BISYS Mutual Fund Services. Nick earned a B.A. in Finance from the University of Toledo and a M.S. in Financial Economics from Ohio University.

Education
  • B.A., Finance, University of Toledo
Experience
  • Industry Experience, 18 Years
  • Firm Experience, 15 Years
  • Fund Experience, 1 Year
Other funds managed by Nicholas D'Eramo:

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 attempts to track the performance of the S&P 500 Index. Therefore, securities may be purchased, retained and sold by the Fund at times when an actively managed fund would not do so. If the value of securities that are heavily weighted in the index changes, you can expect a greater risk of loss than would be the case if the Fund were not fully invested in such securities.

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.

Total return assumes reinvestment of income.