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Jpmorgan Investment Funds - Us Bond Fund A (dist) - Usd (0P00006116)

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122.310 -0.670    -0.54%
06/06 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
ISIN:  LU0247986820 
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 130.6M
JPMorgan Investment Funds US Bond Fund A (inc) 122.310 -0.670 -0.54%

0P00006116 Overview

 
On this page you'll find an in-depth profile of Jpmorgan Investment Funds - Us Bond Fund A (dist) - Usd. Learn about the key management, total assets, investment strategy and contact information of 0P00006116 among other information.
Category

USD Flexible Bond

Total Assets

130.6M

Expenses

1.10%

Inception Date

May 15, 2006

Contact Information

Address European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Phone +352 34 101

Top Executives

Name Title Since Until
Priya Misra Portfolio Manager 2024 Now
Biography Ms. Misra is a member of the GFICC team and an employee of JPMIM since 2023 and a portfolio manager of the Fund since 2024, with a focus on assessing macroeconomic issues, interest rates, and sector allocation themes. Before joining JPMIM, Ms. Misra worked at TD Securities since 2015, where she was head of Global Rates Strategy at TD Securities. In her role, Ms. Misra was responsible for the US and global interest rate markets and provided investment advice for clients.
Kay Herr Managing Director 2023 Now
Biography Kay Herr, managing director, is the Associate Director of U.S. Equity Research and a portfolio manager of real estate securities in the U.S. Equity Group. An employee since 1999, Ms. Herr joined the U.S. Equity Group as a research analyst covering real estate securities in 2002 and became a portfolio manager in 2005. In addition to her portfolio management responsibilities, she was appointed Associate Director of Research at the end of 2011. Prior to joining the U.S. Equity Group, Ms. Herr covered consumer staple and cyclical sectors in the U.S. Fixed Income Credit Research Group. Before joining the firm, she was a credit research analyst with Prudential Securities. She holds a B.A. in economics from the University of Virginia and an M.B.A. with distinction from New York University Stern School of Business. She is also a CFA charterholder.
Jan Ho Portfolio Manager 2015 Now
Biography Jan Ho, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Jan is a portfolio manager, focusing on our core and core plus portfolios. In addition, he is a member of the Real Return Bond investment team. An employee of the firm since 2000, Jan was previously a member of the Fixed Income Technology team for three years, serving as the planner and programmer for the fixed income portfolio management and trading systems. Prior to this, he worked at TIAA-CREF to develop retirement annuity systems. Jan obtained a B.S. in electrical engineering from Cooper Union College and an M.S. in computer science from NYU-Poly.
Steven S. Lear Managing Director 2010 2024
Biography Mr. Lear is the U.S. Chief Investment Officer within the GFICC group. An employee since 2008. Mr. Lear is responsible for overseeing fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value.
Diana Wagner - 2015 2024
William H. Eigen Managing Director 2010 2011
Biography William Eigen, Managing Director and CFA charterholder, is the lead portfolio manager who has been primarily responsible for the day-to-day management of the Fund since its inception.. In his role as lead portfolio manager for the Fund, he is responsible for establishing and monitoring the strategy allocation for the Fund within and among sectors and utilizing the research and insight of dedicated sector specialists in making day-to-day decisions regarding securities to be bought or sold by the Fund. Information on Mr. Eigen is described under the Total Return Fund. He holds a B.S. in finance from the University of Rhode Island and is a CFA charterholder. Bill has served on the Board of Directors of the Boston Security Analysts Society and is a current member of its Education Board.
Jarred A. Sherman Portfolio Manager 2010 2011
Biography Jarred A. Sherman, executive director, is a portfolio manager in the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to taking on this role, Jarred was a lead portfolio manager responsible for the strategy development and management of the enhanced cash and short duration portfolios within the U.S Fixed Income Group. An employee since 1999, Jarred has also served as an investment analyst within the Short Term Fixed Income Product Group. Jarred holds a B.A. in economics from the University of Pennsylvania and an M.B.A. from Columbia University. He is also a CFA charterholder.
Timothy N. Neumann Lead Portfolio Manager 2004 2011
Biography Timothy N. Neumann, managing director, is a portfolio manager in the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. An employee since 1997, Tim previously worked as a portfolio manager at Lehman Brothers Global Asset Management, specializing in mortgage-backed securities accounts. Prior to joining Lehman, he managed fixed income portfolios at Allstate Insurance. Tim holds a B.S. in business administration with a major in accounting from the University of Nebraska and is a CFA charterholder.
Connie J. Plaehn Consultant 2004 2010
Biography Connie J. Plaehn is head of the Fixed Income Retail and Private Bank product team. Her team is responsible for product development, strategy design, oversight and communication for retail and high net worth clients. An employee since 1984, Connie has managed fixed income portfolios for pension, treasury and mutual fund clients across all strategies and products. Previously, she was a manager in Taxable Fixed Income for J.P. Morgan Securities and, before that, she managed J.P. Morgan Futures' London operation. Prior to joining the firm, she worked for the Chicago Board of Trade and also worked on the development of the London International Financial Futures Exchange. Connie holds a B.A. in business administration from Luther College and an M.B.A. in business management, finance and marketing from Northwestern University, and is a member of alumni councils for both educational institutions. She is also a CPA, a Boardroom Bound New York Friend, and a member of the Women's Bond Club of New York.
Douglas S. Swanson Managing Director 1997 2004
Biography Douglas S. Swanson, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Doug is the team leader and head portfolio manager responsible for overseeing U.S. fixed income strategies including core, intermediate, short duration, long duration, MBS, inflation managed and stable value. In addition to his investment role, Doug also is the Location Head for all Columbus-based employees. An employee since 1983, he previously worked as managing director of the Taxable Bond team for Banc One Investment Advisors. Prior to this, Doug was first vice president and portfolio manager at First Chicago NBD Corporation, where he managed the government/corporate desk and large institutional portfolios. Prior to that position, Doug was a fixed income quantitative research analyst. He holds a B.S. in chemistry from the Massachusetts Institute of Technology and an M.S. in management from the Sloan School at the Massachusetts Institute of Technology.
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