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JPMorgan Core Plus Bond Fund Cl (0P000189C2)

7.09 -0.04 (-0.56%)
At close: April 5 at 4:00 PM EDT
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DELL
  • Previous Close 7.13
  • YTD Return -0.21%
  • Expense Ratio 0.75%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 19.65B
  • Beta (5Y Monthly) 0.98
  • Yield 3.87%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.07
  • Inception Date Mar 5, 1993

The fund will invest at least 80% of its assets in bonds. Under normal conditions, at least 70% of its total assets must be invested in securities that, at the time of purchase, are rated investment grade. The fund’s investments in below investment grade securities or the unrated equivalent including below investment grade foreign securities will not, under normal circumstances, exceed more than 30% of the fund’s total assets. Its average weighted maturity will ordinarily range between five and twenty years.

JPMorgan

Fund Family

Intermediate Core-Plus Bond

Fund Category

19.65B

Net Assets

1993-03-05

Inception Date

Performance Overview: 0P000189C2

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Trailing returns as of 4/4/2024. Category is Intermediate Core-Plus Bond.

YTD Return

0P000189C2
0.21%
Category
0.61%
 

1-Year Return

0P000189C2
2.13%
Category
3.06%
 

3-Year Return

0P000189C2
2.21%
Category
5.69%
 

5-Year Return

0P000189C2
0.51%
Category
3.75%
 

Holdings: 0P000189C2

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Top 1 Holdings (7.43% of Total Assets)

SymbolCompany% Assets
JINXX
JPMorgan Trust I - JPMorgan Prime Money Market Fund 7.43%

Sector Weightings

Sector0P000189C2
Energy   85.34%
Healthcare   0.32%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%

Recent News: 0P000189C2

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Research Reports: 0P000189C2

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