Morningstar

JPMorgan Floating Rate Income Fund Class C JPHCX

Medalist Rating as of Aug 31, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks to provide current income with a secondary objective of capital appreciation. The fund invests mainly in floating rate debt instruments issued by corporations. It normally invests at least 80% of its assets in floating rate instruments including Loans, convertible securities, corporate bonds, preferred shares and other floating rate debt instruments. The fund may invest up to 100% of its total assets in below investment grade securities or unrated securities that the adviser deems to be of equivalent quality. Up to 20% of the fund's total assets may be invested in non-U.S. dollar denominated securities in foreign and "emerging markets."

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
JPHSX	JPMorgan Floating Rate Income Fund Class I	Institutional	Open			Jun 1, 2011	$134.39M	0.770%	Above Average	$1M	−$20.03M
JPHAX	JPMorgan Floating Rate Income Fund Class A	Front Load	Open			Jun 1, 2011	$32.57M	1.020%	Average	$1,000	−$7.40M
JPHCX	JPMorgan Floating Rate Income Fund Class C	Level Load	Open			Jun 1, 2011	$2.52M	1.520%	Low	$1,000	−$478,182.34
JPHRX	JPMorgan Floating Rate Income Fund Class R6	Retirement, Large	Open			Oct 31, 2013	$8.54M	0.670%	Average	$15M	−$36.00M

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