JPMorgan Core Bond Fund Class C

 (MUTF:OBOCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.17%
   
1 week   +0.00%  
4 week
   
-0.21%  
3 month   +0.73%
   
YTD   +0.41%
   
1 year   +1.29%
   
3 years*   +0.79%
   
5 years*   +2.49%
   
*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 Below Average
10 years Below Average Below Average
Overall Below Average Below Average

Key statistics

Total assets29.61B 
Front load-  
Deferred load1.00%  
Expense ratio1.41%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash7.60%  
Stocks0.00%  
Bonds92.03%  
Other0.37%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$50  
11.78+0.02(0.17%)
Sep 4, 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* -0.53 -0.59 -0.23 -0.09
Beta* 0.90 0.87 0.86 0.85
Mean annual return 0.08 0.06 0.20 0.32
R-squared* 98.32 98.23 96.98 89.59
Standard deviation 2.85 2.53 2.43 2.92
Sharpe ratio 0.31 0.28 0.94 0.86
* Against standard index

Top 10 holdings