The team driving JPMorgan High Yield Bond needs more time to prove itself. The strategy retains its Morningstar Analyst Rating of Neutral across all but its priciest share class, which is rated Negative.
Will OGHCX 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 OGHCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OGHCX 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 OGHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.