JPMorgan Strategic Income Opportunities’ go-everywhere investment process doesn’t provide a compelling option for nontraditional fixed-income exposure. Its cheaper share classes retain their Morningstar Analyst Rating of Neutral, while its most expensive is downgraded to Negative.
JPMorgan Strategic Income Opports R5 JSORX
NAV / 1-Day Return
11.54
/
0.00
Total Assets
10.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.630%
Expense Ratio
0.630%
Fee Level
Below Average
Longest Manager Tenure
12.39
years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Low / LimitedMin. Initial Investment
0
Status
Open
TTM Yield
1.16%
Effective Duration
0.38
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JSORX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JSORX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JSORX 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
The Parent Pillar is our rating of JSORX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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