 | 10 Tips for JPMorgan Core Bond Fund [WOBDX] |
About WOBDX
The JP Morgan Core Bond Select Fund [WOBDX] is for the conservative investor. It’s a bond fund that stays close to its benchmark and therefore produces few surprises for those seeking a core bond investment within their portfolio.
Download WOBDX fact sheet
As of February 21, 2020, the fund has assets totaling almost $33.14 billion invested in 3,786 different holdings. Its portfolio consists primarily of triple-A or highly rated bonds with maturities between four and 12 years. The fund differs from its benchmark in a greater willingness to hold more mortgage-backed securities and fewer Treasurys.
The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate and long-term debt securities. Wobdx jp morgan
| Gross Expense Ratio (before waivers/reductions) | 0.60% |
|---|---|
| Net Expense Ratio (after waivers/reductions) | 0.50% |
| Category Average | 0.67% |
| Max. Front Load | -- |
|---|---|
| Max. Back Load | -- |
| 12b-1 Fee | -- |
| Fund's Contingent Redemption Fee | 0.00% |
A net expense ratio lower than the gross expense ratio may reflect a limit on or contractual waiver of fund expenses. Please read the fund prospectus for details on limits or expiration dates for any such waivers.