WOBDX Mutual Fund

WOBDX Mutual Fund (JPMorgan Core Bond Fund Class I) is managed by J.P. Morgan Asset Management with $22.53B in net assets. WOBDX expense ratio is 0.45%, holding 3595 positions across sectors including Financials, Utilities, Health Care. Inception date: 1991-05-31.

WOBDX performance shows a YTD return of -0.61%. The 1-year return is 2.63% and the 5-year return is -0.04%. WOBDX dividend yield stands at 4.18%, paid monthly.

WOBDX top holdings include Us Treasury N/B 4.5 11/15/2033 (2.5%), Jpmorgan Prime Money Market Fund, Class Institutional (2.0%), United States Treasury 4.00% 15-Feb-2034 (1.8%), Us Treas Nts 3.875% 08/15/34 (1.5%), Us T-Note 1.25% 6/30/28 (1.4%). Go to all WOBDX holdings, WOBDX sectors, or WOBDX dividends.

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