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JPMorgan Core Plus Bond I HLIPX

Analyst rating as of
NAV / 1-Day Return
8.50  /  0.24 %
Total Assets
16.3 Bil
Adj. Expense Ratio
0.460%
Expense Ratio
0.460%
Fee Level
Average
Longest Manager Tenure
15.40 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.54%
Effective Duration
6.06 years
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Morningstar’s Analysis

Will HLIPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An expansive and well-resourced core-plus enterprise.

Senior Analyst

Summary

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JPMorgan Core Plus brings to bear the best of the firm's fixed-income resources under the banner of a cadre of experienced managers. Its cheapest share classes earn a Morningstar Analyst Rating of Silver, while its more expensive share classes receive Bronze or Neutral ratings.