JCPPX Mutual Fund

JCPPX Mutual Fund (JPMorgan Core Plus Bond Fund Class R3) is managed by J.P. Morgan Asset Management with $16.5M in net assets. JCPPX expense ratio is 0.88%, holding 2844 positions across sectors including Financials, Energy, Utilities. Inception date: 2016-09-09.

JCPPX performance shows a YTD return of -2.55%. The 1-year return is -1.45% and the 5-year return is 0.02%. JCPPX dividend yield stands at 4.85%, paid monthly.

JCPPX top holdings include Jpmorgan Prime Money (6.2%), United States Treasury Note/Bond - When Issued 3.63% 31Aug2029 (1.3%), Government National Mortgage Association 09/20/2053 5 (1.0%), Us Treasury N/B 08/30 3.625 (0.9%), Us Treas Nts 4.25% 11/15/34 (0.8%). Go to all JCPPX holdings, JCPPX sectors, or JCPPX dividends.

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