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Nasdaq - Delayed Quote USD

JPMorgan Mortgage Backed Securities C (OBBCX)

10.34
+0.01
+(0.10%)
At close: April 4 at 8:01:48 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Pershing FundCenter
  • Shareholders Services Group
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Ameriprise SPS Advantage
  • Raymond James
  • Commonwealth Universe
  • DailyAccess Corporation FRIAG
  • Trade PMR NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • NYLIM 401(k) Complete
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • Waddell & Reed Choice MAP Flex
  • ING Financial Partners Inc.
  • Securities America Inc.
  • PAS
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Lincoln Investment Planning
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)

Fund Summary

The fund invests mainly in investment grade mortgage-backed securities or unrated mortgage-backed securities which the adviser determines to be of comparable quality. Under normal circumstances, it invests at least 80% of its assets in mortgage-backed securities. "Assets" means net assets plus the amount of borrowings for investment purposes. The fund's average weighted maturity will normally range between two and ten years.

Fund Overview

Category Intermediate Core Bond
Fund Family JPMorgan
Net Assets 5.93B
YTD Return 3.07%
Yield 3.31%
Morningstar Rating
Inception Date Aug 18, 2000

Performance & Risk

YTD Return 3.97%
5y Average Return 0.34%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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