JPMorgan Insurance Trust Small Cap Core Portfolio Class 1 Shares (0P0000375C)

Overview

The fund described focuses on investing a significant portion of its assets, specifically at least 80%, in equity securities of small cap companies—those that have market capitalizations similar to the constituents of the Russell 2000® Index at the time of purchase. By aiming to replicate the sector weightings of the Russell 2000 Index while allowing for moderate adjustments based on performance expectations, the fund adopts a strategy designed to capture the growth potential of small cap investments. By incorporating both common stocks and real estate investment trusts (REITs) into its portfolio, the fund provides a diversified approach to capturing the value small cap companies can offer. The flexibility to slightly underweight or overweight certain sectors gives the fund an adaptive edge, potentially enhancing performance based on the advisor’s analysis and predictions.

Products and Services

The fund offers a specialized investment vehicle focusing on small-cap markets with two primary types of investments:

• Equity Securities of Small Cap Companies:

  This product focuses on investing in the equity securities of small cap companies, identified as those with market capitalizations similar to the companies in the Russell 2000® Index at the time of acquisition. This strategy seeks to leverage the growth potential inherent in smaller companies, aiming for returns that reflect the dynamic nature of this segment of the market.

• Real Estate Investment Trusts (REITs):

  Alongside equity investments, the fund includes real estate investment trusts (REITs) in its portfolio. REITs offer a way for investors to gain exposure to real estate markets without the need to directly invest in physical properties. This diversification into real estate can provide a balanced approach, potentially offering both income through dividends and growth through capital appreciation.