JCBQX — JPMorgan Core Bond Fund Class R4
JPMorgan Core Bond Fund Class R4 (JCBQX)
JCBQX pays a 0.04% distribution rate, on a 0.55% expense ratio. Its Distribution Safety Score™ is 92 (Safe), giving a Safety-Adjusted Yield of 0.04%. Distributions grew 5.5% over the past year. Total return is 17.6% over the past 9.9 years, 303.7 points behind SPY at 321.3%. Its deepest 1-year drawdown was 3.0%.
JPMorgan Core Bond Fund Class R4 is a mutual fund that seeks to maximize total return by investing in investment-grade intermediate- and long-term debt securities, including corporate bonds, U.S. Treasury obligations, government and agency securities, and mortgage-backed and asset-backed securities, with an average weighted maturity ordinarily between 4 and 12 years. The fund has a current distribution rate in the low-to-mid single digits and carries an expense ratio of 0.55%. It appeals to fixed-income investors seeking broad exposure to investment-grade bonds with a focus on total return rather than current income alone.
JCBQX key facts
- Distribution Safety Score™
- 92 · Safe
- Safety-Adjusted Yield
- 0.04%
- Issuer
- JPMorgan
- Asset type
- Mutual Fund
- Asset class
- Fixed Income
- Expense ratio
- 0.55%
- Distribution rate
- 0.04%
- Trailing yield
- 4.11%
- Last close
- $10.13
- AUM
- $28,837,931,008
- Average volume
- 0.0
- Last dividend
- $0.0360
- Ex-dividend date
- 07/29/2026
- Beta
- 0.97
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