OBDCX Mutual Fund

OBDCX Mutual Fund (JPMorgan Core Plus Bond Fund Class C) is managed by J.P. Morgan Asset Management with $39.6M in net assets. OBDCX expense ratio is 1.38%, holding 2844 positions across sectors including Financials, Energy, Utilities. Inception date: 2000-05-30.

OBDCX performance shows a YTD return of -2.76%. The 1-year return is -1.94% and the 5-year return is -0.47%. OBDCX dividend yield stands at 4.25%, paid monthly.

OBDCX 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 OBDCX holdings, OBDCX sectors, or OBDCX dividends.

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