WOBDX : JPMorgan Core Bond Fund Class I

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

WOBDX

JPMorgan Core Bond Fund Class I

FI Score

80 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

80% FI Score
  • wobdx
  • Mutual Fund
  • Bond
  • Total US Bond Market

JPMorgan Core Bond Fund Class I

Expenses: 0.50% (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 maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its net assets plus the amount of borrowings for investment purposes in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.

Largest Holdings

Amount Holding
1.94% United States Treasury Bonds 3.75%
1.26% United States Treasury Bonds 2.25%
1.05% United States Treasury Bonds 2.88%
0.90% United States Treasury Bonds 3.62%
0.84% U.S. Treasury Security Stripped Interest Security 0%
0.77% U.S. Treasury Security Stripped Interest Security 0%
0.70% United States Treasury Bonds 3.62%
0.68% United States Treasury Bonds 2.25%
0.67% U.S. Treasury Security Stripped Interest Security 0%
0.66% United States Treasury Notes 1.5%
0.63% United States Treasury Notes 1.75%
0.62% United States Treasury Notes 2.75%
0.60% United States Treasury Notes 1.75%
0.59% United States Treasury Notes 1.75%
0.56% Federal National Mortgage Association 3%
0.55% Federal National Mortgage Association 2.5%
0.55% U.S. Treasury Security Stripped Interest Security 0%
0.54% U.S. Treasury Security Stripped Interest Security 0%
0.51% United States Treasury Notes 2%
0.47% United States Treasury Notes 1.62%
0.47% United States Treasury Notes 2%
0.47% United States Treasury Notes 1.25%
0.46% U.S. Treasury Security Stripped Interest Security 0%
0.45% U.S. Treasury Security Stripped Interest Security 0%
0.44% United States Treasury Bonds 2.5%

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