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JPMorgan Macro Opportunities I JPMIX

Analyst rating as of
NAV / 1-Day Return
15.06  /  0.47 %
Total Assets
17.9 Mil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Low
Longest Manager Tenure
2.20 years
Category
Macro Trading
Alt Style Correlation / Relative Volatility
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.45%
Turnover
99%

Morningstar’s Analysis

Will JPMIX outperform in future?

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

After a period of transition, this strategy has regained its footing and cemented its edge over peers.

Analyst

Summary

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JPMorgan Macro Opportunities earns an inaugural Morningstar Analyst Rating of Bronze for its cheaper share classes while the more expensive C share class receives a Neutral rating. These ratings align with the Luxembourg-domiciled sibling. Although the U.S.-based fund is newly rated, the strategy is not: Upon observing multiple incremental improvements to the team structure and process, the strategy received People and Process Pillar upgrades to Above Average in early 2022.

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