About JCBRX
JPMorgan Core Bond Fund Class R5 is a mutual fund focused on delivering total return by investing primarily in a broadly diversified portfolio of intermediate- and long-term fixed income securities. This fund mainly targets investment grade bonds, including government, corporate, and securitized debt, although it may also include unrated securities if deemed of comparable quality. As an "intermediate core bond" fund, it features moderate interest rate sensitivity and tends to reflect general movements in the U.S. bond market.
With thousands of holdings, the fund maintains a high level of diversification across various sectors, including significant allocations to securitized, government, and corporate bonds. The fund is known for its disciplined, value-oriented investment process and has a consistent record of solid risk-adjusted performance over multiple market cycles. Its focus on credit quality and stable cash flows helps it manage volatility effectively, especially during periods of market stress. The fund pays monthly dividends and aims to provide investors with a stable income stream, making it a foundational fixed income option for diversified portfolios seeking balance and income potential.
Fund Family JPMorgan
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol JCBRX
Share Class Class R5
Index Bloomberg U.S. Aggregate Bond TR
JCBRX had a total return of -2.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.28%.
