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Understanding the JPMorgan ETF Efficiente 5 Index
The JPMorgan ETF Efficiente 5 Index, available as an index strategy within one of the industry’s most competitive IULs, seeks to generate returns by utilizing a diverse array of ETFs and a cash index.
The index rebalances monthly to create an asset mix with the best recent returns for a given level of risk. This design focuses on maximizing returns while limiting volatility. The new fact sheet provides a detailed overview of the index including hypothetical historical performance.