JPMorgan Total Return’s thin, turnover-marred team and flexible investment process fail to inspire conviction. It receives a Morningstar Analyst Rating of Neutral across all share classes.
Will JMTRX 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 JMTRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JMTRX 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 JMTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.