INTRUST Bank, NA


JPMorgan Core Plus Bond R6

Fund Basics
Name
JPMorgan Core Plus Bond R6
Category
Intermediate Core-Plus Bond
Benchmark
Morningstar US Core Bond TR USD
Objective
Income
Inception date
2/22/2005
Fund type
Fixed Income
Fund family
JPMorgan
Fund company web site
www.jpmorganfunds.com
Registration company
JP Morgan Trust II
Investment strategy
The investment seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities. The fund will normally invest at least 80% of its net assets plus the amount of borrowings for investment purposes in bonds. Under normal conditions, at least 65% of the fund's total assets must be invested in securities that, at the time of purchase, are rated investment grade. It may invest up to 35% of its net assets in foreign securities, including securities denominated in foreign currencies. The fund's average weighted maturity will ordinarily range between five and twenty years.
Performance
  1 Year Return 5 Year Return 10 Year Return Since Inception Return
Fund 5.67 3.09 5.54
Benchmark 5.40 2.70 3.70
Data as of
4/30/2019
Month end price
$8.22
Turnover ratio
42.00
Fees And Expenses
  As a percent Per $1,000
Prospectus Net Expense Ratio 0.40% $4.00
Prospectus Gross Expense Ratio 0.42% $4.20
Expense summary
None.
Restrictions
Excessive trading violation will result in a trading restriction period of 90 days. Maximum of 1 round trip allowed per 60 days period.