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JPMorgan Income Builder A JNBAX

Analyst rating as of
NAV / 1-Day Return
11.40  /  0.18 %
Total Assets
13.2 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Low
Longest Manager Tenure
13.87 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
3.27%
Turnover
64%
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Morningstar’s Analysis

Will JNBAX outperform in future?

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

Not for the faint of heart.

Summary

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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.

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