JPMorgan Total Return’s contrarian leader, Bill Eigen, and his small Boston-based team aim to apply an unconstrained framework to this core-plus bond offering. Despite the strategy’s large toolbox, Eigen’s portfolio calls have not separated it from the pack. It receives a Morningstar Analyst Rating of Neutral across its cheapest share classes and Negative for its most expensive share class.
Will JMTRX 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 JMTRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JMTRX 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 JMTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.