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JPMorgan Income Builder I JNBSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
11.69  /  0.60 %
Total Assets
13.6 Bil
Adj. Expense Ratio
0.600%
Expense Ratio
0.600%
Fee Level
Below Average
Longest Manager Tenure
14.06 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
3.43%
Turnover
64%

USD | NAV as of Jun 21, 2021 | 1-Day Return as of Jun 21, 2021, 10:59 PM GMT+00:00

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Morningstar’s Analysis

Will JNBSX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JNBSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the JNBSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of JNBSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not for the faint of heart.

Analyst

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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