Returns Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00

Key Stats

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Maximum Management Fee Annualized Total Returns Since Inception (Daily) Alpha (vs Category) (3Y) Forecasted Dividend Yield
-- -- -- --
Total Market Value (Net) Beta (vs Category) (3Y) Max Drawdown (Since Inception) Fwd Dividend Yield (Long)
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Risk

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Basic Info

Investment Strategy
The Multi-Asset Solutions portfolio management team allocates assets to underlying managers, either from JPMorgan or from a third-party (when an equivalent JPMorgan strategy is not available), who are responsible for bottoms-up security selection.
General
Security Type Separately Managed Account
Broad Asset Class --
Broad Category Allocation
Global Peer Group
Peer Group
Global Macro
US Macro
YCharts Categorization --
YCharts Benchmark --
Fund Owner Firm Name
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-7.20%
20.66%
17.61%
14.23%
-15.26%
16.28%
14.33%
-1.06%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
-4.92%
-7.29%
21.29%
18.24%
14.13%
-15.98%
16.25%
14.04%
-0.62%
-7.79%
22.02%
17.41%
14.10%
-16.05%
16.24%
14.04%
-0.63%
--
--
21.43%
14.76%
-18.51%
16.53%
12.62%
-0.31%
--
--
19.07%
12.77%
-17.95%
14.90%
11.42%
-0.08%
As of June 01, 2025.

Risk

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Fundamentals

Number of Holdings --
Stock
Weighted Average PE Ratio --
Weighted Average Price to Sales Ratio --
Weighted Average Price to Book Ratio --
Weighted Median ROE --
Weighted Median ROA --
Forecasted Dividend Yield --
Forecasted PE Ratio --
Forecasted Price to Sales Ratio --
Forecasted Price to Book Ratio --
Bond
Current Yield --
Yield to Maturity --
Effective Duration --
Average Coupon --
Average Credit Score --
Average Price --

Fund Details

Key Dates
Inception Date 4/1/2010
Last Annual Report Date --
Last Prospectus Date 10/12/2010
Attributes
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Top 10 Holdings

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Fees & Availability

Fees
Negotiable Fee --
Administrative Fee --
Maximum Management Fee --
Prospectus Custodian Fee --
Trustee Fee --
Purchase Details
Open to New Investors Yes
Minimum Initial Investment --
Minimum Subsequent Investment --

Basic Info

Investment Strategy
The Multi-Asset Solutions portfolio management team allocates assets to underlying managers, either from JPMorgan or from a third-party (when an equivalent JPMorgan strategy is not available), who are responsible for bottoms-up security selection.
General
Security Type Separately Managed Account
Broad Asset Class --
Broad Category Allocation
Global Peer Group
Peer Group
Global Macro
US Macro
YCharts Categorization --
YCharts Benchmark --
Fund Owner Firm Name
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Fundamentals

Number of Holdings --
Stock
Weighted Average PE Ratio --
Weighted Average Price to Sales Ratio --
Weighted Average Price to Book Ratio --
Weighted Median ROE --
Weighted Median ROA --
Forecasted Dividend Yield --
Forecasted PE Ratio --
Forecasted Price to Sales Ratio --
Forecasted Price to Book Ratio --
Bond
Current Yield --
Yield to Maturity --
Effective Duration --
Average Coupon --
Average Credit Score --
Average Price --

Fund Details

Key Dates
Inception Date 4/1/2010
Last Annual Report Date --
Last Prospectus Date 10/12/2010
Attributes
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No

Top Portfolio Holders

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