JPMorgan Funds - Income Fund C (acc) - USDRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30/04/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | -5,0 | 10,5 | -1,7 | 1,9 | 4,4 | |
+/-Cat | -2,3 | 3,3 | 2,0 | -1,0 | 1,5 | |
+/-Idx | -3,6 | 4,7 | 5,6 | 0,2 | 4,4 | |
Categorie: Obligaties USD Flexibel | ||||||
Benchmark: Morningstar US Core Bd TR USD |
Kerngegevens | ||
Koers 20/05/2024 | USD 137,52 | |
Rendement 1 Dag | 0,13% | |
Morningstar Categorie™ | Obligaties USD Flexibel | |
ISIN | LU1041600427 | |
Grootte Fonds (Mil) 20/05/2024 | USD 10225,61 | |
Grootte Fondsklasse (Mil) 20/05/2024 | USD 1715,81 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 06/12/2023 | 0,65% | |
Gesloten voor nieuwe beleggers | nee |
Morningstar Research |
Analyst Report | 18/12/2023 Paul Olmsted, Senior Analyst Morningstar, Inc |
JPM Income’s compelling strategy, veteran portfolio managers, and abundant global fixed-income resources merit an upgrade of its Morningstar Analyst Rating to Bronze from Neutral for its clean C share classes, while other share class ratings were... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
---|---|
Team | 24 |
Fondshuis | 24 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: JPMorgan Funds - Income Fund C (acc) - USD |
To provide income by investing primarily in a portfolio of debt securities. |
Returns | |||||||||||||
|
Management | ||
Naam manager Aanvangsdatum | ||
J. Andrew Norelli 02/06/2014 | ||
Andrew Headley 30/03/2017 | ||
Click here to see others | ||
Oprichtingsdatum 10/12/2015 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Bloomberg US Agg Bond TR USD | Morningstar US Core Bd TR USD |
Target Market | ||||||||||||||||||||
|
Waar belegt het fonds in? JPMorgan Funds - Income Fund C (acc) - USD | 30/04/2024 |
|
|