JPMorgan Income Builder A (JNBAX)
10.09
0.04(0.40%) Oct 1
| Prev Close: | 10.09 |
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| YTD Return*: | 2.19% |
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| Net Assets*: | 7.46B |
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| Yield*: | 4.87% |
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* As of 31-Aug-13
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Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 7.46B |
| Category: | Conservative Allocation |
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| Annual Report Expense Ratio (net): | 0.74% |
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Performance & Risk
| YTD Return: | 2.19% |
| 5y Avg Return: | 8.22% |
| Rank in Category (ytd): | 47 |
| % Rank in Category (ytd): | 6.11% |
| Beta (3y): | 0.99 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks to maximize income while maintaining prospects for capital appreciation.
The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. There is no limit on the number of countries in which the fund may invest, and the fund may focus its investments in a single country or a small group of countries. It may invest up to 100% of its total assets in debt securities and other types of investments that are below investment grade.
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