JPMorgan Core Bond Fund Class C

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Performance

Trailing returns

1 day
   
-0.17%  
1 week
   
-0.42%  
4 week   +0.99%
   
3 month   +0.86%
   
YTD   +3.98%
   
1 year   +2.97%
   
3 years*   +2.24%
   
5 years*   +3.68%
   
*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 assets24.78B 
Front load-  
Deferred load1.00%  
Expense ratio1.40%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash6.34%  
Stocks0.00%  
Bonds93.02%  
Other0.64%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
11.850.00(0.00%)
Oct 24, 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* -0.74 -0.29 0.08 -0.17
Beta* 0.88 0.86 0.84 0.87
Mean annual return 0.23 0.15 0.30 0.34
R-squared* 98.86 97.38 96.50 89.18
Standard deviation 2.27 2.32 2.43 2.98
Sharpe ratio 1.17 0.76 1.42 0.81
* Against standard index

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