JPMorgan Strategic Income Opportunities Fund (JSOAX)

Home > Best Funds > Best Mutual Funds > Fund Category: Nontraditional Bond > JPMorgan Strategic Income Opportunities Fund

Not Scored in Nontraditional Bond

U.S. News evaluated 41 Nontraditional Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

Read about the U.S. News Score

Terms & Conditions

Scorecard
Morningstar	3 / 5 Stars
Lipper	5 5 5 5 1
Zacks Investment Research	---
Standard & Poor's	---
TheStreet.com	E (Sell)

Fund Overview

The investment seeks to provide high total return. The fund attempts to achieve a positive total return in diverse market environments over time. It may invest in a wide range of debt securities of issuers from the U.S. and other markets, both developed and emerging, as well as derivatives. Although the fund may invest up to 100% of total assets in junk bonds if deemed advantageous by the adviser given current market conditions at the time of investment, it generally invests at least 25% of total assets in securities that, at the time of purchase, are rated investment-grade or better or the unrated equivalent.

Trailing Returns	Updated 03.31.2012
Year to date	2.6%
1 Year	0.5%
3 Years (Annualized)	8.9%
5 Years (Annualized)
10 Years (Annualized)

Fund Opinion

[Lead manager Bill] Eigen brings a hedge fund manager’s sensibility to an open-end mutual fund and we believe he will monitor risk carefully but also use his skill to identify solid total return opportunities when they present themselves.
Litman Gregory 2010-12-13

Performance

The fund has returned 0.48 percent over the past year, and 8.86 percent over the past three years.

See more JSOAX performance

Holdings

Asset Allocation

	% Long	% Short	% Net
Cash	43.11	0.0	43.11
Stocks	0.54	0.0	0.54
Bonds	42.56	0.0	42.56
Other	1.01	0.0	1.01
Foreign Bonds	11.8	0.0	11.8
Foreign Stocks	0.21	0.0	0.21
Convertible	0.05	0.0	0.05
Preferred	0.73	0.01	0.72