JCBQX Mutual Fund

JCBQX Mutual Fund (JPMorgan Core Bond Fund Class R4) is managed by J.P. Morgan Asset Management with $3.1M in net assets. JCBQX expense ratio is 0.55%, holding 3595 positions across sectors including Financials, Utilities, Health Care. Inception date: 2016-09-09.

JCBQX performance shows a YTD return of -0.66%. The 1-year return is 2.56% and the 5-year return is -0.15%. JCBQX dividend yield stands at 4.11%, paid monthly.

JCBQX top holdings include Us Treasury N/B 4.5 11/15/2033 (2.5%), Jpmorgan Prime Money Market Fund, Class Institutional (2.0%), United States Treasury 4.00% 15-Feb-2034 (1.8%), Us Treas Nts 3.875% 08/15/34 (1.5%), Us T-Note 1.25% 6/30/28 (1.4%). Go to all JCBQX holdings, JCBQX sectors, or JCBQX dividends.

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