JNBCX – JPMorgan Income Builder C Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize income while maintaining prospects for capital appreciation. The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. There is no limit on the number of countries in which the fund may invest, and the fund may focus its investments in a single country or a small group of countries. It may invest up to 100% of its total assets in debt securities and other types of investments that are below investment grade.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JNBSX	JPMorgan Income Builder Fund Class I Shares	Institutional	Open			May 31, 2007	$3.29B	0.600%	Below Average	$1M	−$90.16M
JNBAX	JPMorgan Income Builder Fund Class A Shares	Front Load	Open			May 31, 2007	$4.48B	0.750%	Low	$1,000	−$83.33M
JNBCX	JPMorgan Income Builder Fund Class C Shares	Level Load	Open			May 31, 2007	$394.56M	1.250%	Low	$1,000	−$113.96M
JNBZX	JPMorgan Income Builder Fund Class R6	Retirement, Large	Open			Nov 1, 2017	$367.88M	0.520%	Below Average	$15M	−$5.72M

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