JPMorgan Funds - Income Fund C (acc) - USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 0.4 | 3.7 | 3.9 | -0.4 | 2.2 | |
+/-Cat | -2.4 | 3.1 | 2.1 | -1.0 | 0.5 | |
+/-B’mrk | -3.8 | 4.4 | 6.0 | 0.2 | 2.1 | |
Category: USD Flexible Bond | ||||||
Category Benchmark: Morningstar US Core Bd TR USD |
Key Stats | ||
NAV 26/04/2024 | USD 135.74 | |
Day Change | 0.19% | |
Morningstar Category™ | USD Flexible Bond | |
ISIN | LU1041600427 | |
Fund Size (Mil) 26/04/2024 | USD 10110.48 | |
Share Class Size (Mil) 26/04/2024 | USD 1702.08 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.65% |
Morningstar Research |
Analyst Report | 18/12/2023 Paul Olmsted, Senior Analyst Morningstar, Inc |
JPM Income’s compelling strategy, veteran portfolio managers, and abundant global fixed-income resources merit an upgrade of its Morningstar Analyst Rating to Bronze from Neutral for its clean C share classes, while other share class ratings were... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Income Fund C (acc) - USD |
To provide income by investing primarily in a portfolio of debt securities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
J. Andrew Norelli 02/06/2014 | ||
Andrew Headley 30/03/2017 | ||
Click here to see others | ||
Inception Date 10/12/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Agg Bond TR USD | Morningstar US Core Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Income Fund C (acc) - USD | 31/03/2024 |
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