JP Morgan Income’s portfolio management team leans on the abundant resources of the firm’s fixed-income franchise in pursuit of consistent income, but this flexible mandate needs seasoning as an integrated effort. It earns a Morningstar Analyst Rating of Neutral across all share classes.
Morningstar’s Fund Analysis JMSIX
Will JMSIX 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 JMSIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JMSIX 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 JMSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.