4 / 5 Stars
4 4 5 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#17 in Intermediate-Term Bond
U.S. News evaluated 280 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 1.41 percent over the past year, 5.24 percent over the past three years, and 8.93 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.3%|
|3 Years (Annualized)||5.2%|
|5 Years (Annualized)||8.9%|
|10 Years (Annualized)||N/A|
The investment seeks to provide high total return. The fund has wide latitude to invest in all types of debt securities that the adviser believes have the potential to provide a high total return over time. Under normal circumstances, 65% of its net assets will be invested in securities that, at the time of purchase, are rated investment-grade (or the unrated equivalent). The fund may invest a significant portion or all of its assets in mortgage-backed securities. It may invest up to 35% of total assets in foreign securities, including emerging markets debt securities and debt securities denominated in foreign currencies.
Fees are Above Average compared to funds in the same category.
JPMorgan Total Return Fund has an expense ratio of 0.69 percent.
Risk is Average compared to funds in the same category according to Morningstar.