JPMorgan Diversified L’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
The strategy's investment process inspires confidence and earns an Above Average Process Pillar rating. Independent of the rating, analysis of the strategy's portfolio shows it has maintained a significant overweight position in the Europe-Developed region and the consumer cyclical sector compared with category peers. The strategy is part of a first-rate parent, as shown by a favorable lineup success ratio and overall affordable fees. These attributes support its Above Average Parent Pillar rating. Finally, this management team has a wealth of experience, but still gets an Average People Pillar rating.