JPMorgan Income C (JGCGX)
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JPMorgan Income C
Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j
JPMorgan Trust I
Management information
Thomas G. Hauser,Lead manager since 30 June 2020
Thomas Hauser, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Indianapolis, he is the co-lead portfolio manager within the High Yield Fixed Income Team and is responsible for overseeing high yield total return strategies, sub-advised mutual fund assets and absolute return credit products. Prior to joining the firm in 2004, Thomas was at 40|86 Advisors, most recently serving as a co-portfolio manager on three mutual funds and as the co-head of the Collateralized Bond Obligation (CBO) Group.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMultisector Bond
Fund familyJPMorgan
Net assets9.18B
YTD return0.89%
Yield4.49%
Morningstar rating★★
Inception date1 Jun 2014
Fund operations
Last dividend0.12
Last cap gain-14.00
Holdings turnover185.00%
Average for categoryN/A
Fees and expenses
ExpenseJGCGXCategory average
Annual report expense ratio (net)0.65%0.97%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio0.89%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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