JPMorgan Core Bond Fund Class C

 (MUTF:OBOCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.09%  
1 week   +0.34%
   
4 week   +0.24%
   
3 month   +1.43%
   
YTD   +2.05%
   
1 year
   
-1.02%  
3 years*   +3.10%
   
5 years*   +4.53%
   
*annualized
Best 3 month return+5.46%  
Worst 3 month return-3.06%  

Morningstar statistics

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

Key statistics

Total assets23.41B 
Front load-  
Deferred load1.00%  
Expense ratio1.41%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash4.62%  
Stocks0.00%  
Bonds94.74%  
Other0.64%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
11.730.00(0.00%)
Apr 15, 4:00PM 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:
Douglas Swanson (Started: Dec 1, 1991)
Christopher Nauseda (Started: May 31, 2006)
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* -0.98 -0.26 0.32 -0.22
Beta* 0.85 0.86 0.85 0.88
Mean annual return -0.08 0.25 0.37 0.32
R-squared* 98.90 97.48 94.18 89.94
Standard deviation 3.02 2.47 2.49 3.14
Sharpe ratio -0.35 1.16 1.73 0.71
* Against standard index

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