Morningstar

JPMorgan Global Bond Active ETF JPGB ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See JPMorgan Investment Hub

Morningstar’s Analysis JPGB

Will JPGB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JPGB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JPGB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JPGB’s parent organization’s priorities and whether they’re in line with investors’ interests.

JPMorgan Aggregate Bond benefits from an experienced management team, the firm’s wider resources, and a flexible and well-defined investment process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Head of global aggregate Myles Bradshaw (since November 2019), international fixed-income CIO Iain Stealey (since November 2009), and executive director Linda Raggi (since August 2013) are the lead managers of the strategy. They are backed by the well-resourced and experienced global aggregate team, which includes four additional portfolio managers. Idea generation and security selection across global rates, investment-grade, high-yield, securitized, emerging markets, and currency benefit from the expertise of sector specialist teams. In light of their extensive contributions to idea generation within their respective areas of focus, three comanagers were added: Séamus Mac Góráin on rates, Andreas Michalitsianos on investment-grade credit (both since July 2020), and Nick Wall on currency (since March 2023). We appreciate the experience and asset-allocation skills of the lead managers as well as the depth of resources available across the different sectors.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center