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JPMorgan Total Return R5 JMTRX

Analyst rating as of
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Morningstar’s Analysis

Will JMTRX outperform in future?

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

This core-plus strategy offers a contrarian bent.

Senior Analyst

Summary

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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.

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