JPMorgan Core Bond Fund Class C
OBOCX
NASDAQ
| Weiss Ratings | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Richard D. Figuly (11), Justin Rucker (7), Edward Fitzpatrick (3), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Core Bond Fund Class C | |||
| Category | Intermediate Core Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Mar 22, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.47% | |||
| Dividend | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | -- | |||
| Asset Allocation | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.98% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 97.02% | |||
| U.S. Bond | 86.89% | |||
| Non-U.S. Bond | 10.13% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.20% | |||
| 30-Day Total Return | 2.03% | |||
| 60-Day Total Return | -0.56% | |||
| 90-Day Total Return | -1.05% | |||
| Year to Date Total Return | -1.50% | |||
| 1-Year Total Return | -1.26% | |||
| 2-Year Total Return | 4.13% | |||
| 3-Year Total Return | 12.11% | |||
| 5-Year Total Return | -3.71% | |||
| Price | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $10.08 | |||
| 1-Month Low NAV | $9.90 | |||
| 1-Month High NAV | $10.10 | |||
| 52-Week Low NAV | $9.90 | |||
| 52-Week Low NAV (Date) | Oct 05, 2026 | |||
| 52-Week High NAV | $10.68 | |||
| 52-Week High Price (Date) | Feb 28, 2026 | |||
| Beta / Standard Deviation | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.98 | |||
| Standard Deviation | 5.51 | |||
| Balance Sheet | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 50.94B | |||
| Operating Ratios | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.20% | |||
| Turnover Ratio | 33.00% | |||
| Performance | OBOCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 5.18% | |||
| Last Bear Market Total Return | -4.52% | |||