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JPMorgan Government Bond R2 JGBZX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
11.08  /  0.09 %
Total Assets
2.9 Bil
Adj. Expense Ratio
1.100%
Expense Ratio
1.100%
Fee Level
Above Average
Longest Manager Tenure
24.57 years
Category
Intermediate Government
Credit Quality / Interest Rate Sensitivity
High / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
0.87%
Effective Duration
5.66 years

USD | NAV as of Jul 26, 2021 | 1-Day Return as of Jul 26, 2021, 10:27 PM GMT+00:00

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Morningstar’s Analysis

Will JGBZX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JGBZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the JGBZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of JGBZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling option for agency mortgage exposure.

Analyst

Summary

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JPMorgan Government Bond applies the collaborative efforts of an experienced group of securitized specialists to this disciplined, mortgage-centric offering. Those advantages are enough to award the strategy’s cheapest share classes a Morningstar Analyst Rating of Silver, while its more expensive share classes earn a Bronze or Neutral.

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