Globetrotting for Growth
JP Morgan Fleming International Equity Fund
US> Large-Cap > Value
Jul 29, 2003
“Over the next 10 years money will be treated better outside the U.S.” is the message Ticker got from Peter Harrison of JP Morgan Fleming International Equity Fund. His reasons are simple – it’s easier to find something in places where too few people still dare to look.
Give Us Our Daily Spread
One Group Bond Fund
US> Small-Cap > Value
Jun 16, 2003
The One Group Bond Fund (PGBOX) is a class act, at least on the Lipper ranking list. Its I-class shares topped its peer group in terms of 10-year return by Dec. 31, 2002. The other share classes never left the top 10% in performance for the past 3-, 5-, and 10-year periods. Crunching the option-adjusted spreads and prepayment-risk metrics on mortgages may be over the average person's head, but for Doug Swanson, the manager of One Group Bond, it is what keeps him over the benchmark.
Of Fish Ponds and Oceans
JP Morgan Dynamic Small Cap Fund
US> Small-Cap > Growth
Jan 01, 2003
Playing it conservative in the volatile small-cap growth fund category has earned the JP Morgan Dynamic Small Cap Fund, managed by veteran analyst Juliet Ellis, the Lipper Leader designation for both consistent performance and total return.
Credit Goes to the Team
JP Morgan Diversified Mid Cap Growth Fund
US> Mid-Cap > Core
Jan 01, 2003
Using a team approach has helped keep One Group's Mid Cap Growth Fund in the top 20% of funds in its category for the past five years. Lead manager Dan Kapusta describes the fund's multi-layer approach that is backed up by a team of 11 analysts that have a passion for knowledge.
Best Global Fixed Income Ideas
JPMorgan Global Bond Opportunities Fund
US> Small-Cap > Core
Nov 18, 2016
Few investors are aware that the more indebted a country or a company is, the higher its weighting in the benchmarks proves to be. To avoid this paradox, JPMorgan established its Global Bond Opportunities Fund, which is not managed to a benchmark and can invest in any sector of the fixed income universe. Iain Stealey, one of the three managers at the helm of the fund, leverages JPMorgan’s vast research platform to incorporate the best ideas of the team in one portfolio.