JPMorgan Income Builder’s lead manager Michael Schoenhaut has led this strategy since its inception in 2007, giving him the experience at the reins needed to navigate recent portfolio management turnover. His success at harnessing this fund’s flexible approach helps the two cheapest share classes get a Morningstar Analyst Rating of Bronze, while two pricier share classes are rated Neutral.
Will JNBCX 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 JNBCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JNBCX 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 JNBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.