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.
Mid-cap funds typically carry more risk than stock funds investing in well-established "blue-chip" companies. Historically, mid-cap companies’ stock has experienced a greater degree of market volatility than the average stock. The JPMorgan Value Advantage Fund may invest a portion of its securities in small-cap stocks. Small-capitalization funds typically carry more risk than stock funds investing in well established "blue-chip" companies since smaller companies generally have a higher risk of failure. Historically, smaller companies’ stock has experienced a greater degree of market volatility than the average stock.
JPMorgan Equity Income Fund – Overall rating Select Shares; Large Value Category; 1045 funds. Three-year rating 5 stars; 1045 funds. Five-year rating 5 stars; 927 funds. Ten-year rating 5 stars; 589 funds. Ratings reflect risk adjusted returns.
©2013, Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damage or losses arising from any use of this information. For each fund with a three year history, Morningstar calculates a Morningstar Rating™ metric each month by subtracting the return on a 90-day U.S. Treasury Bill from the fund’s load-adjusted return for the same period,
and then adjusting this excess return for risk. The top 10% of funds in each broad asset class receives 5 stars, the next 22.5% receives 4 stars, the next 35% receives 3 stars, the next 22.5% receives 2 stars, and the bottom 10% receives 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics. Past performance is no guarantee of future results. Different share classes may have different ratings
JPMorgan Value Advantage Fund – Overall rating Select Shares; Large Value Category; 1045 funds. Three-year rating 5 stars; 1045 funds. Five-year rating 5 stars; 927 funds. Ten-year period not yet rated.
Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. Please note investments of any kind involve market risks that are influenced by the economic/political environment as well as prevailing market conditions. J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide. JPMorgan Distribution Services, Inc., member FINRA/SIPC. © 2013 JPMorgan Chase & Co. All rights reserved.
Any performance quoted is past performance and is not a guarantee of future results.
Diversification does not guarantee investment returns and does not eliminate the risk of loss.
The manager seeks to achieve the stated objectives. There is no guarantee the objectives will be met.
The legal names of the funds are JPMorgan U.S. Equity Fund, JPMorgan Equity Income Fund.
Select Class Shares are subject to a $1,000,000 minimum investment requirement.