JPMorgan Core Bond Fund Class R6

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Performance

Trailing returns

1 day
   
-0.25%  
1 week   +0.78%
   
4 week   +1.89%
   
3 month   +2.35%
   
YTD   +5.04%
   
1 year   +5.64%
   
3 years*   +3.91%
   
5 years*   +3.87%
   
*annualized
Best 3 month return+5.66%  
Worst 3 month return-2.79%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Above Average Below Average
5 years Above Average Below Average
10 years Above Average Low
Overall Above Average Below Average

Key statistics

Total assets30.55B 
Front load-  
Deferred load-  
Expense ratio0.36%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash7.77%  
Stocks0.00%  
Bonds91.87%  
Other0.35%  

Purchase information

Initial$15,000,000  
12.01+0.02(0.17%)
Jun 29, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. As part of its main investment strategy, it may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. The fund's average weighted maturity will ordinarily range between four and 12 years.
Fund filings (PDF) »
Asset managers:
Richard Figuly (Started: Sep 14, 2015)
Barbara Miller (Started: Sep 14, 2015)
Advisor Company:
J.P. Morgan Investment Management Inc
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.26 0.17 0.58 1.02
Beta* 0.92 0.91 0.88 0.85
Mean annual return 0.25 0.24 0.29 0.44
R-squared* 97.21 98.30 97.58 89.12
Standard deviation 2.18 2.50 2.39 2.86
Sharpe ratio 1.32 1.10 1.43 1.51
* Against standard index

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