OGHCX – JPMorgan High Yield C Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks a high level of current income by investing primarily in a diversified portfolio of debt securities which are rated below investment grade or unrated; capital appreciation is a secondary objective. The fund normally invests at least 80% of its assets in bonds, other debt securities, loan assignments and participations (Loans), commitments to purchase loan assignments (Unfunded Commitments) and preferred stocks that are rated below investment grade or unrated. It may invest no more than 30% of its net assets in Loans and Unfunded Commitments. The fund's average weighted maturity ordinarily will range between three and ten years.

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
OHYFX	JPMorgan High Yield Fund Class I	Institutional	Open			Nov 13, 1998	$808.89M	0.600%	Below Average	$1M	−$153.40M
OHYAX	JPMorgan High Yield Fund Class A	Front Load	Open			Nov 13, 1998	$515.37M	0.850%	Low	$1,000	−$15.62M
OGHCX	JPMorgan High Yield Fund Class C	Level Load	Open			Mar 22, 1999	$62.94M	1.350%	Low	$1,000	−$7.91M
JHYUX	JPMorgan High Yield Fund Class R6	Retirement, Large	Open			Feb 22, 2005	$4.76B	0.450%	Low	$15M	−$502.15M
JYHRX	JPMorgan High Yield Fund Class R5	Retirement, Large	Open			May 15, 2006	$2.13M	0.550%	Below Average	$0	−$2.57M
JRJKX	JPMorgan High Yield Fund Class R4	Retirement, Large	Open			Aug 21, 2017	$83,236.00	0.700%	High	$0	−$11,789.80
JHYZX	JPMorgan High Yield Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$2.44M	1.200%	Average	$0	−$395,373.49
JRJYX	JPMorgan High Yield Fund Class R3	Retirement, Medium	Open			Aug 21, 2017	$311,751.00	0.950%	Low	$0	−$19,496.13

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