JSOSX – JPMorgan Strategic Income Opports I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JSOSX	JPMorgan Strategic Income Opportunities Fund Class I Shares	Institutional	Open			Oct 10, 2008	$6.73B	0.750%	Below Average	$1M	−$1.05B
JSOAX	JPMorgan Strategic Income Opportunities Fund Class A Shares	Front Load	Open			Oct 10, 2008	$602.28M	1.000%	Below Average	$1,000	−$120.66M
JSOCX	JPMorgan Strategic Income Opportunities Fund Class C Shares	Level Load	Open			Oct 10, 2008	$102.08M	1.500%	Low	$1,000	−$40.09M
JSORX	JPMorgan Strategic Income Opportunities Fund Class R5 Shares	Retirement, Large	Open			Oct 10, 2008	$53.41M	0.600%	Below Average	$0	$2.01M
JSOZX	JPMorgan Strategic Income Opportunities Fund Class R6	Retirement, Large	Open			Nov 1, 2017	$1.79B	0.500%	Low	$15M	−$181.10M

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