JPMorgan Disciplined Equity Fund relaxes strategy, R6 restrictions

By Toni Weeks

San Diego, Jan. 31 - The JPMorgan Disciplined Equity Fund has made a slight alteration to its investment strategy, according to a 497 filing with the Securities and Exchange Commission.

Effective immediately, the strategy has changed to seek returns that modestly exceed those of the S&P 500 Index over the long term with a modest level of volatility.

Previously, the fund sought the same level of volatility as that exhibited by the index.

In addition, the sale of class R6 shares is no longer subject to limited offering restrictions, and the minimum investment amount for discretionary accounts has been reduced to $5 million from $20 million.

The fund's investment adviser is New York-based J.P. Morgan Investment Management Inc.

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