About PGBOX
JPMorgan Core Bond Fund A Shares is an actively managed mutual fund with a primary focus on generating total return through investment in a diversified portfolio of intermediate- and long-term, investment-grade debt securities. The fund emphasizes high-quality fixed income instruments, including substantial allocations to securitized debt, corporate bonds, and U.S. Treasury securities. Historically, it maintains a strong bias toward AAA-rated bonds, with these holdings constituting a significant portion of the portfolio, alongside notable allocations to agency mortgage-backed securities, commercial mortgage-backed securities, and asset-backed securities. Credit risk is intentionally limited by strict investment-grade requirements at purchase, while interest rate sensitivity is closely managed, typically staying within moderate bounds relative to its benchmark. The fund’s management team leverages extensive experience and global resources to identify value opportunities through active sector allocation and bottom-up security selection. With its broad exposure to multiple sectors within the fixed income market, the fund serves as a cornerstone option for investors seeking stable income and risk-managed access to the bond market.
Fund Family JPMorgan
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol PGBOX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
PGBOX had a total return of -2.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.50%.
