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Jpmorgan Core Bond A: (MF: PGBOX)

(MF) As of Oct 30, 2014 06:05 PM ET

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$11.77 USD

0.00 (0.00%)

Zacks MF Rank : 4 - Sell [?]       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Sep 30, 2014

% Yield 2.38
% SEC Yield 1.99
% YTD Return (as of Sep 30, 2014) 3.47
Objective Diversified Bonds
Peer DB IT

Zacks Premium Research for PGBOX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Sell 4
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 3.51
Net Assets (Mil $) 9/30/2014 5,237.74
%Turnover 9/30/2014 15.00

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA

Sector / Country Weightings

As of 9/30/2014 % of Portfolio
NA NA

Portfolio Holdings

Top Holdings (As of 5/31/2014) % of Portfolio Value (Mil$)
VOLT XXIV LLC 0.32 78.33
SPRINGLEAF FUNDING TRUST 0.23 57.05
SPRINGLEAF FUNDING TRUST 0.23 55.50
AMERICAN CREDIT ACCEPTANC 0.13 30.45
SPRINGCASTLE AMERICA FUND 0.12 29.56
VOLT XX LLC 0.12 29.25
NYMT RESDL LLC 0.11 27.00
CONCORD FUNDING CO LLC 0.11 26.90
HLSS SRVCR ADVANCE RECEIV 0.11 25.66
ONEMAIN FIN ISSUANCE TRUS 0.10 25.44

Stock Holding % of Net Assets

As Of 5/31/2014
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Risk

3 Year 5 Year 10 Year
Beta 0.87 0.85 0.92
Alpha 0.27 0.66 0.31
R Squared 0.97 0.96 0.92
Std. Dev. 2.35 2.45 3.82
Sharpe 1.01 1.69 3.00