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JPMorgan Total Return I JMTSX

Analyst rating as of
NAV / 1-Day Return
9.23  /  0.65 %
Total Assets
270.3 Mil
Adj. Expense Ratio
0.560%
Expense Ratio
0.560%
Fee Level
Above Average
Longest Manager Tenure
14.04 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.50%
Effective Duration
6.38 years

Morningstar’s Analysis

Will JMTSX 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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