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JPMorgan Income Builder A JNBAX

Analyst rating as of
NAV / 1-Day Return
9.82  /  0.20 %
Total Assets
11.7 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Low
Longest Manager Tenure
14.98 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
4.22%
Turnover
72%
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Morningstar’s Analysis

Will JNBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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