JPMorgan Diversified Fund (JDVSX) is an investment that seeks to provide a high return from a diversified portfolio of equities and fixed-income investments. Drawing on a variety of analytical tools, the fund's adviser allocates assets from various types of equities and fixed income investments, based on the following allocation model: 30%-75% U.S. equity securities, including small, medium and large-cap securities; 25%-50% U.S. and foreign fixed income securities; and 0%-30% foreign equity securities. According to JPMorgan Funds statistics report data as of 31st December 2015, the fund strategic benchmark distributions were as follows: Strategic distribution U.S Equities 45% International Equities 20% Fixed Income 35% - Describe the risks of this type of funds, and explain the differences in risk between this institution and Microsoft.
JPMorgan Diversified Fund (JDVSX) is an investment that seeks to provide a high return from a diversified portfolio of equities and fixed-income investments. Drawing on a variety of analytical tools, the fund's adviser allocates assets from various types of equities and fixed income investments, based on the following allocation model: 30%-75% U.S. equity securities, including small, medium and large-cap securities; 25%-50% U.S. and foreign fixed income securities; and 0%-30% foreign equity securities. According to JPMorgan Funds statistics report data as of 31st December 2015, the fund strategic benchmark distributions were as follows:
|
|
Strategic distribution |
|
U.S Equities |
45% |
|
International Equities |
20% |
|
Fixed Income |
35% |
- Describe the risks of this type of funds, and explain the differences in risk between this institution and Microsoft.
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