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 maintains their Morningstar Analyst Rating of Silver, while its more expensive share classes are rated Bronze or Neutral.
JPMorgan Core Plus Bond R6 JCPUX
NAV / 1-Day Return
8.51
/
0.12
%
Total Assets
15.7 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.
0.390%
Expense Ratio
0.390%
Fee Level
Below Average
Longest Manager Tenure
14.77
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
15,000,000
Status
Open
TTM Yield
2.75%
Effective Duration
5.43
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 JCPUX 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 JCPUX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JCPUX 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 JCPUX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An expansive and well-resourced core-plus enterprise.
