JPMorgan Strategic Income Opportunities Fund

Scorecard
3 / 5 Stars
Lipper
1 2 4 4 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
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TheStreet.com
D (Sell)

U.S. News evaluated 75 Nontraditional Bond 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 2.32 percent over the past year, 2.94 percent over the past three years, and 7.10 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.6%
1 Year 2.3%
3 Years (Annualized) 2.9%
5 Years (Annualized) 7.1%
10 Years (Annualized) N/A

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Summary

The investment seeks high total return. The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategies/sectors including cash and short term investments. Although the fund may invest up to 100% of its total assets in securities that are rated below investment grade or the unrated equivalent, it will generally invest at least 25% of its total assets in securities that, at the time of purchase, are rated investment grade or better or the unrated equivalent.

Fees

Fees are Above Average compared to funds in the same category.
JPMorgan Strategic Income Opportunities Fund has an expense ratio of 0.91 percent.

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Risk

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

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