JCBQX – JPMorgan Core Bond R4 Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. The fund may principally invest in corporate bonds, U.S. treasury obligations including treasury coupon strips and treasury principal strips, 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WOBDX	JPMorgan Core Bond Fund Class I	Institutional	Open			May 31, 1991	$21.51B	0.450%	Average	$1M	−$1.24B
PGBOX	JPMorgan Core Bond Fund Class A	Front Load	Open			May 1, 1992	$2.01B	0.700%	Below Average	$1,000	−$189.63M
OBOCX	JPMorgan Core Bond Fund Class C	Level Load	Open			Mar 22, 1999	$116.86M	1.200%	Low	$1,000	−$27.19M
JCBUX	JPMorgan Core Bond Fund Class R6	Retirement, Large	Open			Feb 22, 2005	$26.69B	0.300%	Low	$15M	$1.45B
JCBRX	JPMorgan Core Bond Fund Class R5	Retirement, Large	Open			May 15, 2006	$166.02M	0.400%	Average	$0	$1.68M
JCBQX	JPMorgan Core Bond Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$3.00M	0.550%	High	$0	$2.69M
JCBZX	JPMorgan Core Bond Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$40.30M	1.050%	Above Average	$0	−$5.95M
JCBPX	JPMorgan Core Bond Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$101.11M	0.800%	Below Average	$0	$659,745.37

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