JMNSX

About JMNSX

JPMorgan Research Market Neutral Fund Class I is an open-end mutual fund designed to deliver long-term capital appreciation while minimizing exposure to broad equity market fluctuations. This fund employs a market neutral strategy by simultaneously taking long positions in stocks identified as attractive and short positions in stocks deemed less attractive, drawing on the expertise of J.P. Morgan's research-driven U.S. equity platform. Its portfolio spans mid- to large-cap U.S. companies across diverse sectors, including communication, energy, real estate, and basic materials. The approach aims for low correlation and sensitivity to traditional stock market movements, insulating returns from general market volatility. The fund primarily benchmarks its performance against short-term U.S. Treasury bill indices, underscoring its focus on risk management and capital preservation. With around 300 holdings and a substantial share of assets in its top ten positions, the fund seeks to offer diversified exposure with matched long and short bets across a wide array of U.S. equities. JPMorgan Research Market Neutral Fund Class I plays a notable role for investors seeking alternative strategies and diversification beyond conventional stock or bond funds.