JPMorgan Core Plus Bond Fund Select Class (HLIPX)

$8.86
C Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - Multi Sector
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
JPMorgan Core Plus Bond Fund Select Class 5 -0.02 6.48% 1.10% 0.65%
Bond - Multi Sector 5 -0.04 7.73% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 3.94% 3.01% 0.93%
Year-to-Date 6.48% 7.73% -1.25%
1 Year 6.88% 8.73% -1.85%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

5%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 5% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
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)
83%

Return in excess of styles
(over past year)
-0.89%