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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.22% 0.07% 42.16M 6520.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 13.00% 10.39M

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 Mixed Asset HC Flexible
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%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
--
--
--
--
--
--
--
-1.09%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-4.68%
15.54%
-11.11%
18.03%
-7.73%
10.34%
3.80%
19.85%
2.60%
15.11%
9.13%
11.17%
-8.43%
7.67%
6.66%
18.74%
2.24%
--
--
--
--
--
--
--
-2.80%
--
--
10.51%
-16.67%
14.97%
10.68%
15.58%
-2.51%
As of March 22, 2026.

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.06%
Stock 50.81%
Bond 36.17%
Convertible 0.00%
Preferred 0.00%
Other 9.96%
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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 Mixed Asset HC Flexible
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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