JPMorgan Core Plus brings to bear the best of the firm’s fixed-income resources under the banner of a cadre of experienced managers. Its cheapest share classes maintains their Morningstar Analyst Rating of Silver, while its more expensive share classes are rated Bronze or Neutral.
Will HLIPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLIPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HLIPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HLIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.