JCPYX Mutual Fund

JCPYX Mutual Fund (JPMorgan Core Plus Bond Fund Class R5) is managed by J.P. Morgan Asset Management with $11.9M in net assets. JCPYX expense ratio is 0.47%, holding 2844 positions across sectors including Financials, Energy, Utilities. Inception date: 2016-09-09.

JCPYX performance shows a YTD return of 0.43%. The 1-year return is 2.78% and the 5-year return is 0.50%. JCPYX dividend yield stands at 5.09%, paid monthly.

JCPYX top holdings include Jpmorgan Prime Money (6.2%), United States Treasury Note/Bond - When Issued 3.63% 31Aug2029 (1.3%), Government National Mortgage Association Series 2025 5.00%, 09/01/55 (1.0%), Us Treasury N/B 08/30 3.625 (0.9%), Us Treas Nts 4.25% 11/15/34 (0.8%). Go to all JCPYX holdings, JCPYX sectors, or JCPYX dividends.

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