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Morningstar

JPMorgan Income Builder A JNBAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
8.78  /  0.34 %
Total Assets
10.1 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Low
Longest Manager Tenure
15.34 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
—
Status
Open
TTM Yield
4.81%
Turnover
72%

Morningstar’s Fund Analysis JNBAX

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.

Associate Director

Summary

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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.

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