JPMorgan Income Builder Fund

Scorecard
5 / 5 Stars
Lipper
4 4 3 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.12 percent over the past year, 7.39 percent over the past three years, and 15.74 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.6%
1 Year 8.1%
3 Years (Annualized) 7.4%
5 Years (Annualized) 15.7%
10 Years (Annualized) N/A

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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.

Fees

Fees are Above Average compared to funds in the same category.
JPMorgan Income Builder Fund has an expense ratio of 1.25 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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