JPMorgan U.S. Small Company's tightly constrained process relies on common factors, resulting in a Morningstar Analyst Rating of Neutral for all share classes.
Morningstar’s Fund Analysis JTUAX
Will JTUAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JTUAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JTUAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JTUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.