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Using minimally online tools and articles, Evaluate the JP Morgan mutual fund. Discuss your analysis, data...

Using minimally online tools and articles, Evaluate the JP Morgan mutual fund. Discuss your analysis, data and findings.

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ANSWER: valuatin mutual fund Gatewav Fund GATEX Ticker: GATEX Fund Inception: 12/07/1977 Tot Assets S8.25B 01/30/19) et as 0 NAV: S32.46 (as of 01/30/19) Asset Class: Alternatives Low Volatility Equity US Equity Fund Objective Seeks to capture the majority of the returns associated with equity market investments, while exposing investors tolessrisk than other equity investments Reason/Choice of Investment in the Fund: For exposure to stocks but with less volatility, for majority of retums associated with equity market investments, but with less risk. As an allocation that maintains low correlation with bond retums and is not sensitive to changes in interest ratesInvestment Strategy: The fund invests in a broadly diversified portfolio of common stocks that closely tracks the US equity market, while hedging the portfolio with index call and put options. Through this hedging, the fund seeks to lower the volatility and risk of loss of its underlying equity portfolio. The fund maintains its hedging strategy across changing market cycles.Portfolio TOP TEN HOLDINGS As a % of assets (as of 11/30/2018) 3.69% 1Microsoft Corp. 2, Apple, Inc. 3.65% 3. Amazon.com, Inc. 3.09% 4. Alphabet, Inc., Class C 2.16% Berkshire Hathaway, Inc., Class B JPMorgan Chase & Co. 1.80% 5. 2.11% 6.Johnson & Johnson 1.75% Facebook, Inc., Class A 1.55% ExxonMobil Corp. 1.51% 10. Visa, Inc, Class A 1.40% 22.71Portfolio/Fund Managers: Paul R. Stewart, CFA, Daniel Ashcraft, CFA, Michael T. Buckius, CFA and Kenneth Toft, CFA Analvsis of the Fund for its performance & Riak associated: Risks The principal risks of investing in the fund include Equity Securities Risk, Options Risk. FUND PERFORMANCEMonth-EndQarter-End CUMULATIVE RETURNS (%) & AVERAGE ANNUAL TOTAL RETURNS (%) As of 12/31/18 1-Day MTD QTD YTD lyr 3yr5yr 10yr Life At Net Asset Value 0.50 2.562.56 2.56 4.393.333.13 4.28 7.24 With Max Charge -5.28 -3.34-3.34-3.34-9.881.32 .92 3.67 7.08

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