JPMorgan Income Builder assumes unique risks to meet its aim of generating income, but lead manager Michael Schoenhaut is more than up to the task. His battle-hardened process, honed since this series' founding in 2007, carries this its two cheapest share classes to a Morningstar Analyst Rating of Bronze, while its two pricier share classes remain at Neutral.
Will JNBAX 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 JNBAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JNBAX 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 JNBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.