JPMorgan Core Bond Fund Class A

 (MUTF:PGBOX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.09%  
1 week   +0.17%
   
4 week
   
-0.41%  
3 month   +0.20%
   
YTD   +3.44%
   
1 year   +3.37%
   
3 years*   +2.40%
   
5 years*   +4.26%
   
*annualized
Best 3 month return+5.56%  
Worst 3 month return-2.97%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Low Below Average
5 years Below Average Low
10 years Average Below Average
Overall Below Average Below Average

Key statistics

Total assets24.57B 
Front load3.75%  
Deferred load-  
Expense ratio0.75%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash7.01%  
Stocks0.00%  
Bonds92.41%  
Other0.58%  

Purchase information

Initial$1,000  
Additional$25  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
11.71+0.02(0.17%)
Sep 29, 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* -0.17 0.32 0.72 0.46
Beta* 0.88 0.86 0.84 0.87
Mean annual return 0.39 0.24 0.37 0.39
R-squared* 97.40 97.10 96.34 88.82
Standard deviation 2.13 2.30 2.42 2.94
Sharpe ratio 2.19 1.20 1.81 1.05
* Against standard index

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