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JPMorgan Income Builder I JNBSX

Analyst rating as of
NAV / 1-Day Return
11.26  /  0.00
Total Assets
13.0 Bil
Adj. Expense Ratio
0.600%
Expense Ratio
0.600%
Fee Level
Below Average
Longest Manager Tenure
13.75 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
3.44%
Turnover
64%
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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.

Successfully adapting to turnover.

Summary

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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.

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