JPMorgan Total Return’s thin, turnover-marred team and flexible investment process fail to inspire conviction. It receives a Morningstar Analyst Rating of Neutral across all share classes.
JPMorgan Total Return R5 JMTRX
NAV / 1-Day Return
10.46
/
0.19
%
Total Assets
660.8 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.470%
Expense Ratio
0.470%
Fee Level
Above Average
Longest Manager Tenure
12.71
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
0
Status
Open
TTM Yield
1.52%
Effective Duration
6.00
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JMTRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of JMTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This core-plus bond strategy goes its own way.
