JPMorgan Core Plus Bond Fund Select Class (HLIPX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -2.23% | -2.51% | 0.28% |
Year-to-Date | -3.44% | -4.02% | 0.57% |
1 Year | -3.71% | -3.62% | -0.09% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
5%
(low)
POTENTIAL GAIN & LOSS Help
The fund's risk of 5% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.65%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$832
Real cost (fees + lost compounding)
$1,028
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
82%
Return in excess of styles
(over past year)
-0.30%