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.
Instructions:
![Asset Name
Large Cap US Equity
Percent
SPY
S&P 500
35%
IWM iShares Russell 2000
10%
Total
45%
Mid/Small-Cap US Equity
MDY MidCap
IWN Small-Cap Value
5%
5%
Total
10%
International Equity
EFA
Developed (EAFE) International
10%
NAPIX Small-Cap International
5%
Total
15%
Fixed Income
AGG Investment Grade Taxable Bonds
25%
PHIYX High yield bonds
10%
Total
35%](/v2/_next/image?url=https%3A%2F%2Fcontent.bartleby.com%2Fqna-images%2Fquestion%2F7427751d-eea4-4213-9c7f-f7173a2d06b3%2F4dffd411-238b-4c7c-80fe-e618a5585b3d%2Fvzm2bj_processed.jpeg&w=3840&q=75)
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