JSOSX : JPMorgan Strategic Income Opportunities Fund Class I Shares

JSOSX is a Bond Market High Yield Bond with MODERATE fees.

JSOSX

JPMorgan Strategic Income Opportunities Fund Class I Shares

FI Score

60 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

60% FI Score
  • jsosx
  • Mutual Fund
  • Bond
  • High Yield Bond

JPMorgan Strategic Income Opportunities Fund Class I Shares

Expenses: 0.73% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund 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, money market instruments and short-term investments. The fund may invest up to 100% of its total assets in securities that are rated below investment grade or the unrated equivalent.

Largest Holdings

Amount Holding
0.81% Morgan Stanley 2.42%
0.59% Goldman Sachs Group, Inc. 2.1%
0.53% Hyndai Capital America 2.29%
0.52% Daimler Finance North America LLC 2.3%
0.51% Jackson National Life Global Funding 0.61%
0.50% Federal National Mortgage Association 2.49%
0.50% Goldman Sachs Group, Inc. 2.36%
0.49% CONNECTICUT AVENUE SECURITIES TRUST 2019-R04 2.59%
0.46% Barclays PLC 3.84%
0.45% Bank of America Corporation 2.1%
0.45% Federal Home Loan Mortgage Corporation 2.34%
0.44% AbbVie Inc. 2.35%
0.44% BNP Paribas 2.13%
0.43% Bank of America Corporation 1.87%
0.42% Mizuho Financial Group Inc. 1.91%
0.39% Citigroup Inc. 3.01%
0.38% Cigna Corporation 1.49%
0.36% Wells Fargo Bank, National Association 1.54%
0.35% Ford Motor Credit Company LLC 2.19%
0.34% Mizuho Financial Group Inc. 2.02%
0.33% GCAT 2020-NQM1 TRUST 2.25%
0.33% CONNECTICUT AVENUE SECURITIES TRUST 2019-R04 2.59%
0.33% Nissan Motor Acceptance Corporation 2.06%
0.32% HSBC Holdings plc 2.87%
0.30% Sumitomo Mitsui Financial Group Inc 1.88%

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