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
   
-0.17%  
4 week   +0.94%
   
3 month   +2.06%
   
YTD   +4.63%
   
1 year   +4.64%
   
3 years*   +2.83%
   
5 years*   +2.73%
   
*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 Low
Overall Below Average Below Average

Key statistics

Total assets30.20B 
Front load-  
Deferred load1.00%  
Expense ratio1.40%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash6.92%  
Stocks0.00%  
Bonds92.81%  
Other0.27%  

Purchase information

Initial$1,000  
Additional$50  
AIP Initial$1,000  
AIP Additional$50  
12.070.00(0.00%)
Jul 21, 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. It will invest at least 80% of its assets in bonds. The fund 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* -1.45 -0.84 -0.47 0.04
Beta* 1.06 0.92 0.89 0.85
Mean annual return 0.40 0.24 0.24 0.37
R-squared* 98.24 97.56 97.31 89.04
Standard deviation 2.46 2.48 2.51 2.91
Sharpe ratio 1.86 1.13 1.12 1.22
* Against standard index

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