JCPZX Mutual Fund

JCPZX Mutual Fund (JPMorgan Core Plus Bond Fund Class R2) is managed by J.P. Morgan Asset Management with $131.2M in net assets. JCPZX expense ratio is 1.14%, holding 2844 positions across sectors including Financials, Energy, Utilities. Inception date: 2008-11-03.

JCPZX performance shows a YTD return of -0.37%. The 1-year return is 1.73% and the 5-year return is -0.25%. JCPZX dividend yield stands at 4.44%, paid monthly.

JCPZX 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 JCPZX holdings, JCPZX sectors, or JCPZX dividends.

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