Nasdaq - Delayed Quote USD

JPMorgan Core Bond Fund (PGBOX)

9.91 +0.02 (+0.25%)
At close: 8:01 PM EDT

Fund Summary

The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its assets in bonds. The fund 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. Its average weighted maturity will ordinarily range between 4 and 12 years.

JPMorgan Core Bond Fund

New York, NY 10167
245 Park Avenue
(800) 480-4111

Fund Overview

Category Intermediate Core Bond
Fund Family JPMorgan
Net Assets 45.29B
YTD Return -0.32%
Yield 3.41%
Morningstar Rating
Inception Date May 31, 1991

Fund Operations

Last Dividend 0.09
Last Cap Gain 0.00
Holdings Turnover 46.00%
Average for Category --

Fees & Expenses

Expense PGBOX Category Average
Annual Report Expense Ratio (net) 0.50% 0.61%
Prospectus Net Expense Ratio 0.50% --
Prospectus Gross Expense Ratio 0.60% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.78%
Max Deferred Sales Load -- 1.18%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Executive Director of JPMorgan since 2013, Portfolio Manager of the JPMorgan core bond fund since 2019, Member of GFICC and a portfolio manager responsible for managing other JPMorgan institutional taxable bond portfolios since 2006. He began his investment career in 1999 and has a BS from the University of Dayton, and an MBA from Capital University.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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