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.
Will JMBUX 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 JMBUX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JMBUX 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 JMBUX’s parent organization’s priorities and whether they’re in line with investors’ interests.