JGBZX – JPMorgan Government Bond R2 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks a high level of current income with liquidity and safety of principal. The fund principally invests in securities issued by the U.S. government and its agencies and instrumentalities and related to securities issued by the U.S. government and its agencies and instrumentalities. It mainly invests in government bonds with intermediate to long remaining maturities. The fund's average weighted maturity will ordinarily range between three and 15 years, taking into account expected prepayment of principal on certain investments.

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
HLGAX	JPMorgan Government Bond Fund Class I	Institutional	Open			Feb 8, 1993	$720.34M	0.450%	Average	$1M	−$26.68M
OGGAX	JPMorgan Government Bond Fund Class A	Front Load	Open			Mar 5, 1993	$222.15M	0.700%	Low	$1,000	−$27.29M
OGVCX	JPMorgan Government Bond Fund Class C	Level Load	Open			Mar 22, 1999	$9.42M	1.200%	Low	$1,000	−$80,032.01
OGGYX	JPMorgan Government Bond Fund Class R6	Retirement, Large	Open			Aug 1, 2016	$864.59M	0.300%	Below Average	$15M	−$5.92M
OGGQX	JPMorgan Government Bond Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$5.70M	0.550%	High	$0	−$2.56M
JGBZX	JPMorgan Government Bond Fund Class R2	Retirement, Medium	Open			Nov 3, 2008	$9.75M	1.050%	Above Average	$0	−$214,087.12
OGGPX	JPMorgan Government Bond Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$16.66M	0.800%	Low	$0	−$1.27M

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