4 / 5 Stars
5 5 4 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#5 in Conservative Allocation
U.S. News evaluated 178 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.34 percent over the past year, 8.56 percent over the past three years, and 14.16 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||8.4%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||14.2%|
|10 Years (Annualized)||N/A|
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.
Fees are Above Average compared to funds in the same category.
JPMorgan Income Builder Fund has an expense ratio of 0.74 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.