JCPYX Mutual Fund

JCPYX Mutual Fund (JPMorgan Core Plus Bond Fund Class R5) is managed by J.P. Morgan Asset Management with $11.3M in net assets. JCPYX expense ratio is 0.47%, holding 2899 positions across sectors including Financials, Energy, Utilities. Inception date: 2016-09-09.

JCPYX performance shows a YTD return of 0.01%. The 1-year return is 3.77% and the 5-year return is 0.41%. JCPYX dividend yield stands at 5.09%, paid monthly.

JCPYX top holdings include Jpmorgan Prime Money Market Fund, Class Institutional (6.4%), Ginnie Mae (1.0%), Us Treasury N/B 08/30 3.625 (1.0%), United States Treasury Note/Bond - When Issued 3.63% 31Aug2029 (0.9%), Treasury Note (Otr) 4.5% May 31, 2029 (0.7%). 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.