JPMorgan Core Bond C
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
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Phone: 800-480-4111
| Category: | Intermediate-Term Bond | | Fund Family: | JP Morgan | | Net Assets: | 191.12M | | Year-to-Date Return: | 1.14% | | Yield: | 4.02% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Mar-99 |
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Douglas S. Swanson
Lead Manager since
01-Dec-91 | | | Swanson has been employed by JPMorgan Investment Advisors and or predecessor firms since 1983. Previously he was managing director of the taxable bond team for Banc One Investment Advisors and was first vice president and manager at First Chicago NBD Corporation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to maximize total return. The fund primarily invests in investment-grade bonds and debt securities. It normally invests at least 80% of assets in bonds. Normally, the fund's average weighted maturity ranges between four and 12 years. It may invest in derivative instruments. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
(30-Jun-05):
| 0.00 | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 200.26% |
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| Expense | OBOCX | Category
Avg | | Total Expense Ratio: | 1.40%
| 0.98% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$474 | $466 | | 5 Yr Expense Projection*: |
$821 | $718 | | 10 Yr Expense Projection*: |
$1,799 | $1,428 |
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