Skip to Content

JPMorgan Mortgage-Backed Securities I OMBIX

Analyst rating as of
NAV / 1-Day Return
10.52  /  0.19 %
Total Assets
4.0 Bil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Below Average
Longest Manager Tenure
16.88 years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.66%
Effective Duration
4.16 years
Premium

Morningstar’s Analysis

Will OMBIX outperform in future?

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

A happy home for the mortgage-focused investor.

Senior Analyst

Summary

| |

JPMorgan Mortgage-Backed Securities benefits from an experienced team of collaborators with a compelling record of selecting mortgages and other securitized fare. These advantages support a Morningstar Analyst Rating of Silver on the strategy’s cheapest share class, while its more expensive share classes earn Bronze or Neutral ratings.

Unlock our full analysis with Morningstar Premium