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Jpmorgan Core Plus Bond Fund R2: (MF: JCPZX)

(NASDAQ Mutual Funds) As of Nov 13, 2026 05:55 PM ET

$6.94 USD

-0.01 (-0.14%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.60 61
3 months -0.09 50
6 months -0.81 62
1 Year -0.17 60
3 Year 5.70 51
5 Year -0.10 72
10 Year 1.43 87

* 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) 82.74

Load Adjusted Returns as of Oct 31, 2026

1 Year -1.67
5 Year -0.53
10 Year 1.14
Since Inception 3.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.07 0.72 -3.47 NA
2025 2.56 1.25 2.18 1.05
2024 -0.41 0.35 5.29 -3.00
2023 3.29 -0.93 -3.19 6.66
2022 -5.61 -5.37 -4.16 1.19
2021 -2.53 1.89 -0.02 -0.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.607.242.085.65-13.39-0.857.187.98-0.803.663.47
% Total Return Rel to Index -0.06-0.130.810.12-0.370.68-0.31-0.74-0.810.110.81
% Total Return Rel to Peer -1.240.59-2.30-1.52-3.24-0.910.15-0.270.100.06-0.04
% Perf Quintile vs Peer* 4.002.005.004.004.004.003.003.003.003.003.00
% Dividends 0.260.300.290.240.180.150.170.210.190.170.17
% Yield 4.283.943.944.052.481.731.902.392.252.011.96
Capital Gains ($) 0.000.000.000.000.000.050.140.000.000.000.00
Expense Ratio 1.121.121.141.141.141.131.141.141.141.141.15

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