OBOCX Mutual Fund

OBOCX Mutual Fund (JPMorgan Core Bond Fund Class C) is managed by J.P. Morgan Asset Management with $123.9M in net assets. OBOCX expense ratio is 1.20%, holding 3478 positions across sectors including Financials, Utilities, Health Care. Inception date: 1999-03-22.

OBOCX performance shows a YTD return of -0.94%. The 1-year return is 1.91% and the 5-year return is -0.85%. OBOCX dividend yield stands at 3.36%, paid monthly.

OBOCX top holdings include United States Treasury Note/Bond 4.50% 11/15/2033 (2.3%), Usa, Notes 4% 15Feb2034 (1.8%), Jpmorgan Prime Money Market Fund, Class Institutional (1.7%), Us Treas Nts 3.875% 08/15/34 (1.5%), Treasury Note (Otr) 1.25% Jun 30, 2028 (1.4%). Go to all OBOCX holdings, OBOCX sectors, or OBOCX dividends.

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