JPMorgan announced in a prospectus supplement dated Jan. 6, 2021, that Steven Lear, CIO of the firm’s fixed-income franchise, would be joining current comanagers Richard Figuly and Justin Rucker on JPMorgan Core Bond PGBOX. Figuly, head of the firm’s core bond team, and Rucker, a taxable bond-focused portfolio manager, have managed the fund since September 2015 and March 2019, respectively.
Will OBOCX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OBOCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OBOCX 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 OBOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.