JPMorgan Core Bond Fund Class C

 (MUTF:OBOCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.02%
   
1 week   +0.44%
   
4 week
   
-0.38%  
3 month   +1.23%
   
YTD   +0.97%
   
1 year   +3.76%
   
3 years*   +1.94%
   
5 years*   +3.60%
   
*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 assets28.20B 
Front load-  
Deferred load1.00%  
Expense ratio1.40%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash7.27%  
Stocks0.00%  
Bonds91.98%  
Other0.75%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
11.89-0.02(-0.17%)
Feb 26, 4:00PM EST 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* -0.94 -0.41 -0.13 -0.14
Beta* 0.89 0.87 0.86 0.86
Mean annual return 0.40 0.19 0.31 0.35
R-squared* 98.72 98.05 96.97 89.61
Standard deviation 2.38 2.50 2.41 2.96
Sharpe ratio 2.01 0.88 1.53 0.90
* Against standard index

Top 10 holdings