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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% 0.22% 41.76M 10404.10
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 76.64M

Basic Info

Investment Strategy
The Fund seeks to maximize income while maintaining prospects for capital appreciation. The Fund has significant flexibility to invest in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
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Total Return (NAV)
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--
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Peer Group Rtn. (NAV)
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--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
3.71%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.85%
--
--
--
--
--
14.24%
18.66%
4.27%
--
--
--
--
--
--
--
4.40%
17.12%
3.08%
8.53%
-12.58%
10.26%
5.69%
11.04%
4.52%
--
--
8.44%
-16.83%
4.71%
3.56%
12.95%
2.85%
As of February 10, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.18%
Stock 50.82%
Bond 37.06%
Convertible 0.00%
Preferred 0.00%
Other 9.94%
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Basic Info

Investment Strategy
The Fund seeks to maximize income while maintaining prospects for capital appreciation. The Fund has significant flexibility to invest in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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