Morningstar will cease qualitative research coverage of this fund on or about November 5, 2022, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this fund. We recommend users form their own views on this fund, or obtain financial advice.
Will ISJBX 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 ISJBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ISJBX 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 ISJBX’s parent organization’s priorities and whether they’re in line with investors’ interests.