JPMorgan Limited Duration Bond benefits from the collaborative efforts of an experienced group of securitized specialists and a solid approach. Those advantages are enough to award the strategy’s cheapest share class a Morningstar Analyst Rating of Silver, while its more expensive share classes are rated Bronze or Neutral.
Will HLGFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLGFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HLGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HLGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.