Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '2545.0045.41

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
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Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Fund seeks to provide total return. It mainly invests in corporate bonds that are rated investment grade by a nationally recognized statistical rating organization or in securities that are unrated but are deemed by adviser to be of comparable quality. At least 80% of its assets will be invested in corporate bonds.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Corporates
Peer Group Corporate Debt Funds BBB-Rated
Global Macro Bond Corporates
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Corporate Debt Funds BBB-Rated
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

There are no valid items on this chart.

Name
2018
2019
2020
2021
2022
2023
2024
YTD
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14.86%
9.88%
-2.23%
-15.73%
8.43%
1.97%
2.34%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
2.59%
-1.79%
14.68%
10.30%
-1.35%
-15.69%
8.80%
2.58%
2.24%
-2.31%
14.60%
9.31%
-1.41%
-15.68%
8.58%
2.14%
2.22%
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-0.02%
-14.52%
8.88%
3.38%
2.05%
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-15.53%
9.60%
2.37%
2.21%
As of March 24, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of February 28, 2025.
Type % Net
Cash 0.14%
Stock 0.00%
Bond 99.86%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks to provide total return. It mainly invests in corporate bonds that are rated investment grade by a nationally recognized statistical rating organization or in securities that are unrated but are deemed by adviser to be of comparable quality. At least 80% of its assets will be invested in corporate bonds.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Corporates
Peer Group Corporate Debt Funds BBB-Rated
Global Macro Bond Corporates
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Corporate Debt Funds BBB-Rated
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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