JPMorgan Funds - US Aggregate Bond Fund I2 (dist) - USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.8 | -0.4 | -1.3 | -0.4 | -0.7 | |
+/-Cat | 1.3 | 0.2 | -1.9 | 0.2 | -0.3 | |
+/-B’mrk | 0.6 | 0.3 | 0.8 | 0.2 | 0.7 | |
Category: USD Diversified Bond | ||||||
Category Benchmark: Morningstar US Core Bd TR USD |
Key Stats | ||
NAV 24/05/2024 | USD 91.19 | |
Day Change | -0.37% | |
Morningstar Category™ | USD Diversified Bond | |
ISIN | LU1727358514 | |
Fund Size (Mil) 24/05/2024 | USD 4646.86 | |
Share Class Size (Mil) 24/05/2024 | USD 120.23 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.37% |
Morningstar Research |
Analyst Report | 15/03/2024 Paul Olmsted, Senior Analyst Morningstar, Inc |
JPMorgan Core Bond’s strengths include seasoned portfolio managers, vast resources of its global platform, and a dependable approach. The strategy, which also includes the European-domiciled JPMorgan U.S. Aggregate Bond, earns a Morningstar... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - US Aggregate Bond Fund I2 (dist) - USD |
To achieve a return in excess of US bond markets by investing primarily in US investment grade debt securities. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Edward Fitzpatrick 24/05/2023 | ||
Richard Figuly 22/11/2016 | ||
Click here to see others | ||
Inception Date 04/01/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Agg Bond TR USD | Morningstar US Core Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Aggregate Bond Fund I2 (dist) - USD | 30/04/2024 |
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