JCBQX Mutual Fund
JCBQX Mutual Fund
JPMorgan Core Bond Fund Class R4
JCBQX Mutual Fund Overview
JCBQX Mutual Fund (JPMorgan Core Bond Fund Class R4) is managed by J.P. Morgan Asset Management with $3.1M in net assets. JCBQX expense ratio is 0.55%, holding 3595 positions across sectors including Financials, Other, Utilities. Inception date: 2016-09-09.
JCBQX performance shows a YTD return of -2.79%. The 1-year return is 3.66% and the 5-year return is 0.31%. JCBQX dividend yield stands at 3.87%, paid monthly.
JCBQX top holdings include Treasury Note (Otr) 4.5% Nov 15, 2033 (2.5%), Jpmorgan Prime Money Market Fund, Class Institutional (2.0%), U.S. Treasury N/B 4.00% 02/15/34 (1.8%), Treasury Note (Otr) 3.88% Aug 15, 2034 (1.5%), Us Treasury N/B 1.25 06/30/2028 (1.4%). View all JCBQX holdings, sector breakdown, or dividend history.
JCBQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JCBQX alternatives are available via the screener, along with tax-loss harvesting opportunities.