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 Dow Down 0.19% Nasdaq Up 0.45%

JPMorgan Income Builder A (JNBAX)

10.66 Down 0.01(0.09%) Jul 30
Prev Close:10.67
YTD Return*:6.38%
Net Assets*:10.74B
Yield*:4.51%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
COP0.9723.84
MSFT0.9613.42
VZ0.802.63
WFC0.7717.56
JNJ0.7517.08

Fund Basics

Morningstar Overall Rating:
Total Assets:10.74B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.75%

Performance & Risk

YTD Return:6.38%
5y Avg Return:12.91%
Rank in Category (ytd):16
% Rank in Category (ytd):2.19%
Beta (3y):1.01
Morningstar Risk Rating:5

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. View More
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