CBFSX Mutual Fund

CBFSX Mutual Fund (JPMorgan Corporate Bond Fund Class I) is managed by J.P. Morgan Asset Management with $125.8M in net assets. CBFSX expense ratio is 0.50%, holding 809 positions across sectors including Financials, Utilities, Energy. Inception date: 2013-03-01.

CBFSX performance shows a YTD return of -0.89%. The 1-year return is 2.36% and the 5-year return is -0.07%. CBFSX dividend yield stands at 5.03%, paid monthly.

CBFSX top holdings include Wells Fargo Bank Na 5.15 04/23/2031 (0.9%), Bank Of America Corp Mtn 5.28% Feb 06, 2037 (0.7%), GOLDMAN SACHS GROUP INC/THE 6.48% Oct 24, 2029 (0.7%), Gfl Environmental Inc Regd 144A P/P 6.75000000 (0.7%), Wells Fargo & Company 4.96% 01/23/2036 (0.7%). Go to all CBFSX holdings, CBFSX sectors, or CBFSX dividends.

CBFSX can be compared against other funds. Use CBFSX overlap to find shared positions, or CBFSX vs another fund for a side-by-side view. CBFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.