JNBAX : JPMorgan Income Builder Fund Class A Shares

JNBAX is a Allocation Market All-In-One with MODERATE fees.

JNBAX

JPMorgan Income Builder Fund Class A Shares

FI Score

63 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

63% FI Score
  • jnbax
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Income Builder Fund Class A Shares

Expenses: 0.74% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund 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.

Largest Holdings

Amount Holding
2.34% ELN_MAS_SPX
0.73% Verizon Communications Inc
0.73% Taiwan Semiconductor Manufacturing Co Ltd ADR
0.64% Prologis Inc
0.63% Coca-Cola Co
0.54% Merck & Co Inc
0.54% Bristol-Myers Squibb Company
0.49% Procter & Gamble Co
0.46% Novartis AG
0.45% Roche Holding AG Dividend Right Cert.
0.41% Xcel Energy Inc
0.36% HCA Inc. 5.38%
0.36% Texas Instruments Inc
0.34% Chevron Corp
0.33% UnitedHealth Group Inc
0.32% Sprint Corporation 7.62%
0.32% CME Group Inc Class A
0.30% Sprint Corporation 7.62%
0.30% Automatic Data Processing Inc
0.29% Comcast Corp Class A
0.29% Rio Tinto PLC
0.28% Tata Consultancy Services Ltd
0.27% Iberdrola SA
0.27% CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.88%
0.27% AbbVie Inc

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