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Jpmorgan Core Plus Bond Fund-r5: (MF: JCPYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:02 PM ET

$7.27 USD

+0.02 (0.28%)

Zacks MF Rank

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.16 5
3 months 2.03 6
6 months 4.55 8
1 Year 7.64 7
3 Year 6.04 43
5 Year 1.24 59
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.95
5 Year 0.51
10 Year NA
Since Inception 2.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.87 1.28 2.35 1.22
2024 -0.29 0.51 5.46 -2.84
2023 3.46 -0.91 -3.03 6.99
2022 -5.58 -5.10 -4.00 1.36
2021 -2.38 1.94 0.25 0.02

Annual Return

2026202520242023202220212020201920182017
% Total Return 2.167.952.696.35-12.81-0.207.888.69-0.144.33
% Total Return Rel to Index 0.300.571.420.820.201.340.38-0.03-0.150.79
% Total Return Rel to Peer 0.021.30-1.69-0.82-2.66-0.250.850.440.760.73
% Perf Quintile vs Peer* 1.001.000.003.003.003.002.003.002.003.00
% Dividends 0.050.350.340.290.230.210.230.270.240.23
% Yield 0.394.604.554.633.172.382.523.042.902.64
Capital Gains ($) 0.000.000.000.000.000.050.140.000.000.00
Expense Ratio 0.000.460.470.470.470.470.490.480.000.00

* 1 = Top 20%, 5 = Bottom 20%