JIGMX

Active

Investment Grade Bond Fund

Category: US Bond (5,386 funds)

Expense Ratio

0.38%

Annual Cost per $10K

$38.00

30-Year Fee Drag per $10K

$7,706

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+3.18%

Asset Allocation

US Bond

94%

Intl Bond

Fee Comparison

JIGMX

0.38%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

50% cheaper than category average

Historical Returns

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

+9.76%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

JIGMX at 0.38%$342,082

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$38,531

Cost vs index fund−$35,342

Similar Funds (100)

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

Ticker	Name	ER	1yr	3yr	5yr
JIGMX	Investment Grade Bond Fund	0.38%	+3.18%	+3.15%	-0.56%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	0.03%	+3.20%	+3.07%	-0.65%
VTBIX	VANGUARD TOTAL BOND MARKET II INDEX FUND	0.09%	+3.06%	+2.97%	-0.73%
AGG	iShares Core U.S. Aggregate Bond ETF	0.03%	+3.13%	+3.01%	-0.68%
FUBFX	Fidelity U.S. Bond Index Fund	0.03%	—	—	—
JBFRX	Bond Fund	0.46%	+3.37%	+3.61%	-0.09%
TBIIX	Nuveen Bond Index Fund	0.32%	+2.98%	+2.97%	-0.76%
FIFZX	Fidelity Series Bond Index Fund	0.00%	+3.08%	+3.01%	-0.71%
VWIUX	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND	0.09%	+1.49%	+3.21%	+0.94%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	0.03%	+4.75%	+4.15%	+1.31%
TLT	iShares 20+ Year Treasury Bond ETF	0.15%	-6.49%	-4.72%	-9.33%
VTAPX	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	0.06%	+6.65%	+4.42%	+3.69%
BIV	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	0.03%	+4.47%	+3.85%	-0.38%
MUB	iShares National Muni Bond ETF	0.05%	-0.16%	+2.41%	+0.34%
DDTRX	DoubleLine Total Return Bond Fund	0.43%	+4.32%	+3.38%	+0.33%
VIITX	VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min	0.02%	+4.70%	+4.09%	+0.88%
IEF	iShares 7-10 Year Treasury Bond ETF	0.15%	+2.80%	+1.63%	-2.35%
JIGBX	Investment Grade Bond Fund	0.38%	+2.97%	+2.92%	-0.79%
VMLUX	VANGUARD LIMITED-TERM TAX-EXEMPT FUND	0.09%	+3.64%	+3.56%	+1.70%
UIITX	Victory Core Plus Intermediate Bond Fund	0.41%	+3.83%	+4.41%	+1.05%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	0.06%	+4.09%	+3.06%	-0.56%
MBB	iShares MBS ETF	0.04%	+3.34%	+2.81%	-0.45%
VTEAX	VANGUARD TAX-EXEMPT BOND INDEX FUND	0.07%	-0.31%	+2.44%	+0.32%
STRDX	Sterling Capital Total Return Bond Fund	0.35%	+3.42%	+3.38%	-0.17%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	0.03%	-2.04%	-0.01%	-5.07%
FLIBX	American Funds Inflation Linked Bond Fund	0.36%	+5.34%	+1.51%	+0.86%
VAIPX	VANGUARD INFLATION-PROTECTED SECURITIES FUND	0.10%	+4.70%	+2.24%	+1.19%
AFTEX	Tax Exempt Bond Fund of America	0.27%	+0.06%	+2.86%	+0.56%
VCLT	VANGUARD LONG-TERM CORPORATE BOND INDEX FUND	0.06%	+0.56%	+2.96%	-2.60%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	0.06%	+4.38%	+3.82%	+1.45%
SHY	iShares 1-3 Year Treasury Bond ETF	0.15%	+4.26%	+3.70%	+1.36%
MXBIX	Empower Bond Index Fund	0.50%	+2.60%	+2.03%	-1.51%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	0.06%	+3.74%	+3.02%	-0.33%
SCHZ	Schwab U.S. Aggregate Bond ETF	0.03%	+3.11%	+2.98%	-0.73%
GOVT	iShares U.S. Treasury Bond ETF	0.05%	+2.35%	+2.06%	-1.54%
AMUSX	U.S. Government Securities Fund	0.65%	+3.55%	+1.78%	-0.67%
DDCPX	Doubleline Shiller Enhanced CAPE	0.49%	+11.76%	+13.16%	+10.89%
BBMUX	Bridge Builder Municipal Bond Fund	0.12%	+1.67%	+3.34%	+1.19%
QCBMFX	College Retirement Equities Fund - Core Bond Account	—	+3.63%	+4.36%	—
SCOAX	SIIT CORE FIXED INCOME FUND	0.37%	+3.26%	+3.37%	-0.51%
VWLUX	VANGUARD LONG-TERM TAX-EXEMPT FUND	0.09%	-0.91%	+2.90%	+0.42%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	0.65%	+2.83%	+2.67%	-1.00%
JAGBX	Select Bond Trust	0.60%	+3.22%	+3.31%	-0.40%
FTLTX	Fidelity Series Long-Term Treasury Bond Index Fund	0.00%	-4.49%	-3.28%	-8.18%
TIP	iShares TIPS Bond ETF	0.18%	+4.70%	+2.20%	+1.05%
VFIIX	VANGUARD GNMA FUND	0.21%	+3.50%	+2.73%	-0.19%
USFR	WisdomTree Floating Rate Treasury Fund	0.15%	+4.59%	+4.92%	+3.05%
FIQZX	Fidelity Intermediate Municipal Income Fund	0.31%	+1.67%	+3.05%	+1.03%
SWAGX	Schwab U.S. Aggregate Bond Index Fund	0.04%	+3.16%	+2.96%	-0.76%
VWSUX	VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND	0.09%	+3.66%	+3.55%	+1.97%
MISHX	AB Municipal Income Shares	0.15%	+0.14%	+3.65%	+2.20%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	0.06%	-4.52%	-3.29%	-8.19%
FUTBX	Fidelity SAI U.S. Treasury Bond Index Fund	0.03%	+2.42%	+2.09%	-1.47%
FCAVX	Franklin California Tax-Free Income Fund	0.60%	-1.83%	+2.42%	+0.09%
UITB	VictoryShares Core Intermediate Bond ETF	0.38%	+3.60%	+3.80%	+0.18%
ITBFX	THE HARTFORD TOTAL RETURN BOND FUND	0.32%	+3.11%	+3.96%	-0.04%
NTAUX	Tax-Advantaged Ultra-Short Fixed Income Fund	0.26%	+3.52%	+4.00%	+2.04%
MBFAX	Allspring Core Bond Fund	0.65%	+3.06%	+3.01%	+1.77%
HIMFX	American High-Income Municipal Bond Fund	0.30%	+0.13%	+4.05%	+2.25%
VWESX	VANGUARD LONG-TERM INVESTMENT-GRADE FUND	0.21%	-0.59%	+1.64%	-3.71%
QCILFX	College Retirement Equities Fund - Inflation-Linked Bond Account	—	+6.12%	+4.49%	—
VCADX	VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND	0.09%	+1.64%	+3.27%	+0.89%
MMHEX	NYLI MacKay High Yield Muni Bond Fund	0.55%	-2.44%	+3.14%	+1.36%
IEI	iShares 3-7 Year Treasury Bond ETF	0.15%	+4.26%	+3.32%	-0.22%
GAJPX	Goldman Sachs Dynamic Municipal Income Fund	0.38%	+0.27%	+3.29%	+1.37%
MTBDX	NYLI MacKay Tax Free Bond Fund	0.43%	-0.10%	+2.90%	+0.44%
PARRX	PIMCO Real Return Fund	0.75%	+5.64%	+2.75%	+1.36%
SUB	iShares Short-Term National Muni Bond ETF	0.07%	+3.21%	+2.88%	+1.28%
FFTQX	Franklin Federal Tax-Free Income Fund	0.49%	-1.01%	+2.75%	+0.36%
JAAA	Janus Henderson AAA CLO ETF	0.21%	+5.86%	+7.03%	—
CRAIX	CCM Community Impact Bond Fund	0.42%	+3.05%	+2.57%	-0.40%
FLCB	Franklin U.S. Core Bond ETF	0.15%	+3.07%	+3.13%	-0.71%
TOTL	SPDR DoubleLine Total Return Tactical ETF	0.55%	+3.76%	+3.74%	+0.29%
TFLO	iShares Treasury Floating Rate Bond ETF	0.15%	+4.57%	+4.87%	+3.03%
SCPWX	Carillon Reams Core Plus Bond Fund	0.40%	+4.00%	+1.14%	-1.32%
FIBUX	Fidelity Flex U.S. Bond Index Fund	0.00%	+3.14%	+2.98%	-0.73%
TLH	iShares 10-20 Year Treasury Bond ETF	0.15%	-2.13%	-1.19%	-6.52%
TRLDX	T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc.	0.30%	+6.53%	+3.63%	+3.12%
PBIQX	Bond Market Index Fund	0.40%	+2.63%	+2.59%	-1.07%
MFIAX	MFS Municipal Income Fund	0.44%	-1.11%	+2.62%	+0.52%
UINCX	Victory Income Fund	0.84%	+3.48%	+4.12%	+0.43%
HTRB	Hartford Total Return Bond ETF	0.29%	+3.09%	+3.86%	-0.09%
STIP	iShares 0-5 Year TIPS Bond ETF	0.03%	+6.65%	+4.43%	+3.73%
FHYRX	Franklin High Yield Tax-Free Income Fund	0.50%	-0.33%	+3.00%	+1.11%
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	+4.81%	+2.36%	+1.22%
UCON	First Trust Smith Unconstrained Bond ETF	0.86%	+5.27%	+5.57%	+2.96%
FNSOX	Fidelity Short-Term Bond Index Fund	0.03%	+4.74%	+4.18%	+1.30%
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	0.03%	+3.64%	+2.57%	-1.31%
HIABX	HARTFORD TOTAL RETURN BOND HLS FUND	0.52%	+2.98%	+3.87%	-0.13%
VFIRX	VANGUARD SHORT-TERM TREASURY FUND	0.10%	+4.42%	+3.48%	+1.20%
VFITX	VANGUARD INTERMEDIATE-TERM TREASURY FUND	0.10%	+3.90%	+2.96%	-0.45%
ACITX	Inflation-Adjusted Bond Fund	0.54%	+4.70%	+1.94%	+1.08%
AIDZX	Diversified Municipal Portfolio	0.41%	+1.85%	+3.18%	+1.28%
UASBX	Victory Short-Term Bond Fund	0.47%	+5.30%	+5.53%	+3.07%
SLDAX	SIIT LONG DURATION CREDIT BOND FUND	0.37%	+0.07%	+1.83%	-3.56%
FHIGX	Fidelity Municipal Income Fund	0.43%	-0.19%	+2.84%	+0.60%
GVI	iShares Intermediate Government/Credit Bond ETF	0.20%	+4.52%	+3.89%	+0.54%
FLTEX	Limited Term Tax Exempt Bond Fund of America	0.37%	+3.38%	+3.54%	+1.35%
RBCUX	Tax-Exempt Bond Fund	0.41%	+1.13%	+3.22%	+1.16%
JAGUX	Total Bond Market Trust	0.25%	+2.86%	+2.75%	-0.93%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	0.12%	+4.44%	+4.63%	+2.75%

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