Jantz Morgan Products

One of Jantz Morgan's core values is individual choice. To that end, while the firm itself aspires to be a responsible corporate citizen, we believe that people of good conscience can disagree. To that end, Jantz Morgan currently provides four products: the socially neutral JM Value, JM Mid-Cap Value, and JM Small-Cap Value portfolios and the socially screened JM ESG portfolio.

Jantz Morgan Value Portfolios

Jantz Morgan's JM Value portfolio is the socially neutral product which launched the firm in 2002. (Formerly called Jantz Morgan Large Cap Core.) With it, the firm's goal is to, over the long-term, exceed the performance of the S&P 500 Index by a significant margin by using quantitative models.

JM Mid-Cap Value leverages the methodology of our JM Value portfolio and applying it to the S&P 400 universe. It is designed to deliver high active return over the long-term in the mid-cap space, exceeding the performance of the S&P 400 Index.

JM Small-Cap Value, takes the quantitative underpinnings or our other portfolios and applies them to the S&P 600 Index universe. Again, the goal is to deliver superior active return over the long-term in the small-cap space, exceeding the performance of the S&P 600 Index.

Jantz Morgan ESG Portfolio

With the ESG portfolio, Jantz Morgan's goal is to, with portfolio screened for environmental, social, and governance criteria, exceed the long-term performance of not only the S&P 500 Index, but also Jantz Morgan's own socially neutral JM Value portfolio. Read more

Other Products

Over time, the firm will be providing more choices across the spectrum of socially responsible portfolios. In particular, if you are interested in a socially screened small or mid cap quantitative product, please feel free to contact us.