JPMorgan Core Bond 529 Portfolio (JPBCX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 11.71 |
| YTD Return | 1.38% |
| 1-Year Return | 6.73% |
| 5-Year Return | -1.26% |
| 52-Week Low | 10.95 |
| 52-Week High | 11.75 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About JPBCX
The SC Future Scholar Advisor 529 JPMorgan Core Bond Portfolio C is a fixed income mutual fund portfolio designed specifically for 529 college savings plans. Its primary function is to provide investors with a diversified, actively managed portfolio of U.S. investment-grade bonds, seeking to balance income generation and capital preservation within the context of education savings. The portfolio focuses on intermediate-term, high-quality bonds, leveraging a value-driven security selection process and robust risk management, supported by a team of experienced credit analysts. Notable features include significant exposure to AAA-rated securities—often holding around 60% in this top credit quality segment—alongside allocations to A, AA, and BBB-rated debt, ensuring a wide coverage of the U.S. investment-grade fixed income market. By investing across various sectors and maturities, the Core Bond Portfolio plays a vital role in 529 plan offerings, helping families manage risk and pursue stable returns as they save for future education expenses. Its position within the broader marketplace reflects its importance as a core bond holding, trusted for its diversification and emphasis on credit quality and professional management.
Performance
JPBCX had a total return of 6.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.48%.