As a rule, the managers target the upper level of their acceptable risk range and tend to take more credit risk than the ICE BofA US High Yield Constrained Index as they dabble in emerging-markets ...

JPMorgan announced the retirement of James Shanahan, comanager on JPMorgan High Yield, effective Feb. 1, 2026, although he will continue at the firm to work on strategic initiatives. This news ...

Analyzing additional factors, this strategy has constantly downplayed yield, with its portfolio holding fewer companies with high dividend or buyback yields compared with Morningstar Category ...

The managers watch the compact US large-value universe for companies with consistent earnings, high returns on invested capital, conservative financials, and dividend yields of at least 2%.

The strategy typically has a more conservative credit profile than its US dollar-denominated high-yield bond Morningstar Category peers. Its allocation to investment-grade corporates stood at just ...

Our research team assigns Silver ratings to strategies that they have a high conviction will outperform ... over the past 10 and 15 years, with its R6 shares lagging the index by 0.8 and 1.0 ...

Tailored for every life stage. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market cycle on a ...

A flexible and differentiated, large-blend strategy. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers ...

Management invests this portfolio in an array of inflation-sensitive asset classes and sectors in its goal to generate high total return through inflationary conditions. The strategy is intended ...

Because of these factors, Oakmark International's High People rating remains intact, as do its Morningstar Medalist Ratings. Management’s approach is rooted in old-fashioned, bottom-up detective ...

Our research team assigns Silver ratings to strategies that they have a high conviction will outperform ... from October 2002 through July 2023, its R6 share class gained a solid 4.4% annualized ...