The J.P. Morgan Investor target-risk series features some standout J.P. Morgan funds, but the underlying lineup continues to settle, and the asset-allocation process lacks a clear edge. The series retains a Neutral Analyst Rating for all share classes.
Will OIBFX 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 OIBFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OIBFX 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 OIBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.