JPMorgan Core Bond Fund Class C

 (MUTF:OBOCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.08%  
1 week
   
-0.34%  
4 week
   
-0.90%  
3 month   +0.06%
   
YTD   +0.33%
   
1 year   +1.99%
   
3 years*   +1.42%
   
5 years*   +2.99%
   
*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 assets29.03B 
Front load-  
Deferred load1.00%  
Expense ratio1.40%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash9.58%  
Stocks0.00%  
Bonds89.45%  
Other0.97%  

Purchase information

Initial$1,000  
Additional$50  
AIP Initial$1,000  
AIP Additional$50  
11.81-0.01(-0.08%)
May 22, 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* -0.97 -0.60 -0.24 -0.13
Beta* 0.91 0.88 0.87 0.86
Mean annual return 0.25 0.14 0.28 0.34
R-squared* 98.84 98.15 97.02 89.61
Standard deviation 2.78 2.54 2.48 2.95
Sharpe ratio 1.08 0.64 1.31 0.90
* Against standard index

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