Collaborative contributors with access to well-resourced research and risk cohorts shrewdly position JPMorgan Income Builder to do what the strategy’s name suggests. That, coupled with greater stability across the leads on underlying portfolio sleeves, results in an upgrade of the Morningstar Analyst Rating for the Institutional and R6 shares to Silver from Bronze and an upgrade of the A shares to Bronze from Neutral. The C shares remains Neutral.
JPMorgan Income Builder A JNBAX
NAV / 1-Day Return
9.82
/
0.20
%
Total Assets
11.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.750%
Expense Ratio
0.750%
Fee Level
Low
Longest Manager Tenure
14.98
years
Category
Allocation--30% to 50% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Low / LimitedStatus
Open
TTM Yield
4.22%
Turnover
72%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JNBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JNBAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JNBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JNBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The name of the game is income.
