JCBZX Mutual Fund
JCBZX Mutual Fund
JPMorgan Core Bond Fund Class R2
JCBZX Mutual Fund Overview
JCBZX Mutual Fund (JPMorgan Core Bond Fund Class R2) is managed by J.P. Morgan Asset Management with $42.4M in net assets. JCBZX expense ratio is 1.05%, holding 3595 positions across sectors including Financials, Other, Utilities. Inception date: 2008-11-03.
JCBZX performance shows a YTD return of -2.79%. The 1-year return is 3.01% and the 5-year return is -0.18%. JCBZX dividend yield stands at 3.35%, paid monthly.
JCBZX 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 JCBZX holdings, sector breakdown, or dividend history.
JCBZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JCBZX alternatives are available via the screener, along with tax-loss harvesting opportunities.