JPMorgan announced in a prospectus supplement dated Jan. 6, 2021, that Steven Lear, CIO of the firm’s fixed-income franchise, would be joining current comanagers Richard Figuly and Justin Rucker on JPMorgan Core Bond PGBOX. Figuly, head of the firm’s core bond team, and Rucker, a taxable bond-focused portfolio manager, have managed the fund since September 2015 and March 2019, respectively.
JPMorgan Core Bond R2 JCBZX
NAV / 1-Day Return
12.00
/
0.17
%
Total Assets
34.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.100%
Expense Ratio
1.100%
Fee Level
Above Average
Longest Manager Tenure
5.46
years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
0
Status
Open
TTM Yield
1.70%
Effective Duration
5.85
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JCBZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JCBZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JCBZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JCBZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Manager Addition to JPMorgan Core Bond; Ratings Unchanged
