| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#6 in Conservative Allocation
U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 15.48 percent over the past year, 10.52 percent over the past three years, and 8.04 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.4% |
| 1 Year | 15.5% |
| 3 Years (Annualized) | 10.5% |
| 5 Years (Annualized) | 8.0% |
| 10 Years (Annualized) | N/A |
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. It may invest up to 100% of its total assets in debt and equity securities that are below investment grade. The fund may also invest up to 35% of its total assets in loan assignments and participations and commitments to purchase loan assignments and up to 60% of its total assets in equity securities.
Fees
Fees are Above Average compared to funds in the same category.
JPMorgan Income Builder Fund has an expense ratio of 0.74 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
