JCBRX

Active

JPMorgan Core Bond Fund

Category: US Bond (5,386 funds)

Expense Ratio
1.33%
Annual Cost per $10K
$133.00
30-Year Fee Drag per $10K
$23,817
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+3.65%

Asset Allocation

US Bond
87%
Intl Bond
10%
Cash
4%

Fee Comparison

JCBRX
1.33%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

75% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+10.65%3Y
Compare to

Fee Impact Calculator

$
%
JCBRX at 1.33%$261,530
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$119,083
Cost vs index fund−$115,894

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
JCBRXJPMorgan Core Bond Fund1.33%
JCBPXJPMorgan Core Bond Fund1.33%
ABNDXBond Fund of America1.04%
VBMFXVANGUARD TOTAL BOND MARKET INDEX FUND0.15%
VTBIXVANGUARD TOTAL BOND MARKET II INDEX FUND0.09%
FBKWXFidelity Total Bond Fund0.75%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
DOXIXDodge & Cox Income Fund0.33%
JCPPXJPMorgan Core Plus Bond Fund1.14%
BAGSXBaird Aggregate Bond Fund0.55%
PIINXPIMCO Income Fund1.08%
CCBFXCapital Group Central Corporate Bond Fund
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
FBNDXFidelity Investment Grade Bond Fund0.75%
UINCXVictory Income Fund0.84%
GIBRXGuggenheim Total Return Bond Fund0.49%
PCRRXPIMCO CommodityRealReturn Strategy Fund1.25%
JBFRXBond Fund0.46%
FBNDFidelity Total Bond ETF0.36%
BSVVANGUARD SHORT-TERM BOND INDEX FUND0.03%
DDLDXDoubleLine Low Duration Bond Fund0.70%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
VBLTXVANGUARD LONG-TERM BOND INDEX FUND
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
TBIIXNuveen Bond Index Fund0.32%
BCOSXBaird Core Plus Bond Fund0.55%
AIBAXIntermediate Bond Fund of America0.65%
FSMTXFidelity SAI Total Bond Fund0.29%
PARRXPIMCO Real Return Fund0.75%
FSIGXFidelity Series Investment Grade Bond Fund0.00%
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND0.03%
IUSBiShares Core Universal USD Bond ETF0.06%
ANGLXAngel Oak Multi-Strategy Income Fund1.64%
BIMSXBaird Intermediate Bond Fund0.55%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
BKLNInvesco Senior Loan ETF0.65%
JGCGXJPMorgan Income Fund0.39%
VWESXVANGUARD LONG-TERM INVESTMENT-GRADE FUND0.21%
VIITXVANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min0.02%
SRLNSPDR Blackstone Senior Loan ETF0.70%
GAKPXGoldman Sachs Core Fixed Income Fund1.46%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
WACSXWestern Asset Core Bond Fund0.42%
TBBWXNuveen Core Bond Fund0.29%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
PLIAXAristotle Core Income Fund0.85%
DDCFXDoubleLine Core Fixed Income Fund0.50%
BFCAXAmerican Funds Corporate Bond Fund1.48%
PLFLXAristotle Floating Rate Income Fund1.05%
THRLXThornburg Limited Term Income Fund0.42%
TSRSXThornburg Strategic Income Fund0.53%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
FTAHXAmerican High Income Trust0.38%
BBTBXBridge Builder Core Bond Fund0.12%
AMUSXU.S. Government Securities Fund0.65%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
MWCPXTCW METWEST UNCONSTRAINED BOND FUND0.89%
HYLSFirst Trust Tactical High Yield ETF1.05%
JAGBXSelect Bond Trust0.60%
TFAIXT. Rowe Price Floating Rate Fund0.65%
MBFAXAllspring Core Bond Fund0.65%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
JADFXJanus Henderson Flexible Bond Fund0.83%
BICAXSterling Capital Total Return Bond Fund0.70%
RPIFXT. Rowe Price Institutional Floating Rate Fund$1M min0.57%
WAPAXWestern Asset Core Plus Bond Fund0.82%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
SCOAXSIIT CORE FIXED INCOME FUND0.37%
TBPPXNuveen Core Plus Bond Fund0.45%
CFAMXShort-Term Bond Fund of America0.66%
VVBVXVenerable Strategic Bond Fund0.80%
FTKFXFidelity Total Bond K6 Fund0.30%
MXEWXEmpower Core Strategies: Flexible Bond Fund0.80%
MCFVXMercer Core Fixed Income Fund0.64%
FIBLXAmerican Funds Inflation Linked Bond Fund0.42%
FAJEXFrost Total Return Bond Fund0.46%
VCLTVANGUARD LONG-TERM CORPORATE BOND INDEX FUND0.06%
TOTLSPDR DoubleLine Total Return Tactical ETF0.55%
AFFMXAmerican Funds Mortgage Fund0.68%
RFRAXColumbia Floating Rate Fund1.01%
UASBXVictory Short-Term Bond Fund0.47%
SGYAXSIIT HIGH YIELD BOND FUND0.57%
TCTRXNuveen Short Term Bond Fund0.62%
LTRHXLord Abbett Total Return Fund0.36%
ILABXVOYA U.S. BOND INDEX PORTFOLIO0.76%
SEATXTAX-ADVANTAGED INCOME FUND1.08%
CRBVXCatholic Responsible Investments Bond Fund0.50%
ACHFXHigh Income Fund0.68%
VCFAXVOYA SECURITIZED CREDIT FUND1.00%
ICMUXIntrepid Income Fund$1M min1.01%
JCPBJPMorgan Core Plus Bond ETF0.38%
LCROXLord Abbett Core Fixed Income Fund0.30%
NFIAXNeuberger Berman Floating Rate Income Fund1.00%
PSJIXShort-Term Income Fund0.63%
CIBRXColumbia Total Return Bond Fund0.49%
MRBBXMFS Total Return Bond Fund0.60%
PIOBXVictory Pioneer Bond Fund0.81%
CBORXCalvert Bond Fund0.46%
MXFEXNYLI Floating Rate Fund0.64%

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