JGIAX : JPMorgan Income Fund Class A

JGIAX is a Bond Market Total US Bond Market with MODERATE fees.

JGIAX

JPMorgan Income Fund Class A

FI Score

68 /100

Expense Ratio Rating

6 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

68% FI Score
  • jgiax
  • Mutual Fund
  • Bond
  • Total US Bond Market

JPMorgan Income Fund Class A

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks to provide income with a secondary objective of capital appreciation. The fund invests primarily in U.S. dollar denominated securities, although the fund may also invest in non-dollar denominated securities. Although it has the flexibility to invest above 65% of its total assets in investments that are rated below investment grade (also known as junk bonds or high yield securities) or the unrated equivalent to take advantage of market opportunities, under normal market conditions the fund invests at least 35% of its total assets in investments that, at the time of purchase, are rated investment grade or the unrated equivalent.

Largest Holdings

Amount Holding
0.55% Federal Farm Credit Banks 4.74%
0.48% Federal Home Loan Mortgage Corporation 7.18%
0.38% Arbor Realty Trust, Inc. 4.5%
0.37% Rsfr 2020-1 FRN 4.21%
0.37% DISH DBS Corporation 5.88%
0.37% CONSUMER LOAN UNDERLYING BOND CERTIFICATE ISSUER TRUST I 26.98%
0.37% HCA Inc. 5.88%
0.36% CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.12%
0.36% Federal National Mortgage Association 2.94%
0.36% Federal Home Loan Mortgage Corporation 5.64%

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