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JPMorgan Core Bond C OBOCX

Analyst rating as of
NAV / 1-Day Return
12.13  /  0.75 %
Total Assets
34.6 Bil
Adj. Expense Ratio
1.350%
Expense Ratio
1.350%
Fee Level
Below Average
Longest Manager Tenure
5.46 years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.42%
Effective Duration
5.85 years
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Morningstar’s Analysis

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Manager Addition to JPMorgan Core Bond; Ratings Unchanged

Analyst

Analyst Note

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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.

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