JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 Shares (0P0000SJE3)

Overview

The fund focuses on investing primarily in equity securities, specifically targeting small cap companies that fall within the market capitalization range of the Russell 2000® Index at the time of purchase. This strategic approach ensures that the fund's investments are closely aligned with the performance and trends of the broader small cap market. By maintaining sector weightings similar to those of the Russell 2000 Index, the fund aims to replicate the market's sectoral diversification, while also possessing the flexibility to adjust these weightings slightly to enhance performance. The fund prioritizes common stocks and real estate investment trusts (REITs) in its investment selections, leveraging these assets to achieve its financial objectives.

Products and Services

• Equity Securities of Small Cap Companies

This product focuses on investing in the equity securities of small cap companies, which are defined as those with market capitalizations equivalent to those listed in the Russell 2000® Index at the time of purchase. This investment strategy is designed to tap into the growth potential of small cap markets, aiming to benefit from the agility and potential for rapid growth that these companies often exhibit.

• Sector Weightings Similar to Russell 2000 Index

The fund maintains sector weightings that are closely aligned with those of the Russell 2000 Index, ensuring a diversified investment portfolio that mirrors the broader small cap market's sectoral distribution. This mirroring strategy is foundational, ensuring the fund's performance is reflective of small cap market trends. However, the fund possesses the strategic capability to moderately adjust these weightings, either underweighting or overweighting certain sectors based on the investment advisor's performance forecasts.

• Common Stocks and Real Estate Investment Trusts (REITs)

Common stocks and REITs constitute the primary investment vehicles for the fund, capitalizing on these assets' potential for capital appreciation and income generation, respectively. By focusing on these types of investments, the fund aims to build a portfolio that not only grows in value over time but also generates periodic income, providing a balanced approach to asset growth and revenue generation.