• FirefoxInstall the new Firefox »
  •  Dow Down0.45% Nasdaq Down0.36%

    JPMorgan Core Bond Select (WOBDX)

    11.86 0.00(0.00%) Mar 30

    Profile as of Feb 27, 2015Get Profile for:
    JPMorgan Core Bond Select
    Jpmorgan Trust II245 Park AvenueNew York, NY 10167
    Phone: 800-480-4111
    Fund Overview 
    Category:Intermediate-Term Bond
    Fund Family:JPMorgan
    Net Assets:28.34B
    Year-to-Date Return:1.02%
    Morningstar Rating:4 stars
    Fund Inception Date:Jun 3, 1991
    Morningstar Style Box 
    Intermediate-Term Bond
    [View Category Definition]
    View Top Intermediate-Term Bond Funds
    About the Morningstar Style Box
    Management Information 
    Douglas S. Swanson
    Lead Manager since Dec 1, 1991
    Swanson has been employed by J.P. Morgan Investment Management Inc. and/or predecessor firms since 1983. Previously he was managing director of the taxable bond team for Banc One Investment Advisors and was first vice president and manager at First Chicago NBD Corporation.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    WOBDX can be purchased from 103 brokerages.

    Fund Summary 
    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 Operations 
    Last Dividend (Mar 26, 2015) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 29, 2015) : 15.00%
    Average for Category:170.47%
    Fees & Expenses 
    ExpenseWOBDXCategory Avg
    Annual Report Expense Ratio (net):0.58%0.86%
    Prospectus Net Expense Ratio:0.58%N/A
    Prospectus Gross Expense Ratio:0.72%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A4.05%
    Max Deferred Sales Load: N/A2.05%
    3 Yr Expense Projection*:216385
    5 Yr Expense Projection*:387615
    10 Yr Expense Projection*:8811,256
    * Per $10,000 invested