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Lipper
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Zacks Investment Research
5
(Strong Sell)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 48 Ultrashort Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 0.58 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.2% |
| 1 Year | 0.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maintain a low volatility of principal. The fund mainly invests in investment grade, U.S. dollar denominated short-term fixed and floating rate debt securities. It normally invests more than 25% of its assets in securities issued by companies in the banking industry. The fund may however invest less than 25% of its assets in this industry as a temporary defensive measure.
Fees
Fees are Low compared to funds in the same category.
JPMorgan Managed Income Fund has an expense ratio of 0.24 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
