JCPZX Mutual Fund

JCPZX Mutual Fund (JPMorgan Core Plus Bond Fund Class R2) is managed by J.P. Morgan Asset Management with $134.5M in net assets. JCPZX expense ratio is 1.14%, holding 2899 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 2.95% and the 5-year return is -0.27%. JCPZX dividend yield stands at 4.42%, paid monthly.

JCPZX 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 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.