JPMorgan High Yield’s experienced cohort is on the right path but needs more time under the current regime to execute its mandate. The strategy retains its Morningstar Analyst Rating of Neutral across all but its priciest share class, which is rated Negative.
Morningstar’s Fund Analysis JHYZX
Will JHYZX 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 JHYZX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JHYZX 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 JHYZX’s parent organization’s priorities and whether they’re in line with investors’ interests.