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JPMorgan Mortgage-Backed Securities I OMBIX

Analyst rating as of
NAV / 1-Day Return
11.49  /  0.00
Total Assets
5.1 Bil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Below Average
Longest Manager Tenure
15.69 years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.32%
Effective Duration
1.95 years
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Morningstar’s Analysis

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Summary

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JPMorgan Mortgage-Backed Securities benefits from an experienced team of collaborators with a compelling record of selecting mortgages and other securitized fare. These advantages support a Silver Morningstar Analyst Rating on the strategy’s cheapest share class, while its more expensive share classes earn Bronze or Neutral ratings.

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