JCBRX Mutual Fund
JCBRX Mutual Fund
JPMorgan Core Bond Fund Class R5
JCBRX Mutual Fund Overview
JCBRX Mutual Fund (JPMorgan Core Bond Fund Class R5) is managed by J.P. Morgan Asset Management with $174.1M in net assets. JCBRX expense ratio is 0.40%, holding 3595 positions across sectors including Financials, Other, Utilities. Inception date: 2006-05-15.
JCBRX performance shows a YTD return of -2.12%. The 1-year return is 3.80% and the 5-year return is 0.49%. JCBRX dividend yield stands at 4.01%, paid monthly.
JCBRX top holdings include Us Treasury N/B 4.5 11/15/2033 (2.5%), Jpmorgan Prime Money Market Fund, Class Institutional (2.0%), United States Treasury 4.00% 15-Feb-2034 (1.8%), Us Treas Nts 3.875% 08/15/34 (1.5%), Us T-Note 1.25% 6/30/28 (1.4%). View all JCBRX holdings, sector breakdown, or dividend history.
JCBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JCBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.