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.
NAV / 1-Day Return
8.78 / 0.34 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--30% to 50% Equity
Investment StyleLarge Value
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis JNBAX
Will JNBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.