JPMorgan Core Plus Bond Fund Class C (OBDCX)

Overview

The described fund operates with a primary focus on bond investments, adhering to a specific strategy that dictates the allocation of its assets. It commits at least 80% of its assets to bonds, ensuring a significant portion of its investments are anchored in what is generally considered a stable and reliable asset class. The fund is designed to maintain a high level of investment in securities rated as investment grade, with at least 70% of its total assets dedicated to such securities at the time of purchase. This strategy is indicative of a conservative investment approach, prioritizing stability and relatively low risk. However, the fund also allows for some degree of flexibility, with the potential to allocate up to 30% of its total assets in below investment grade securities or their unrated equivalents, including foreign securities. This provision for diversification into higher-risk areas is balanced by the condition that such investments will not exceed 30% of the fund's total assets under normal circumstances. The policy on investment maturity further delineates the fund's strategic posture, specifying an average weighted maturity range of five to twenty years, which underscores a medium to long-term investment horizon.

Products and Services

• Investment Grade Securities

  The fund dedicates a significant portion of its portfolio to investment grade securities, committing at least 70% of its total assets to these reliable and stable financial instruments. Investment grade securities are noted for their low risk of default and stable return, making them a cornerstone of the fund's investment strategy.

• Below Investment Grade Securities

  In pursuit of higher returns, the fund allocates a portion of its portfolio to below investment grade securities or the unrated equivalent, including foreign securities. This allocation is capped at 30% of the fund's total assets, ensuring a balanced approach to risk and potential reward. Below investment grade securities are known for their higher risk compared to investment grade securities but offer the potential for increased returns.

• Bond investments

  At the core of the fund's strategy is its emphasis on bond investments. By investing at least 80% of its assets in bonds, the fund aims to capitalize on the stability and predictable income associated with this type of asset. Bonds can range from government securities to corporate debentures, each offering different levels of risk and return.

• Investment Horizon

  The fund's investment strategy is tailored towards a medium to long-term horizon, with the average weighted maturity of its investments typically ranging between five and twenty years. This approach allows for a balanced accumulation of returns over time, suitable for investors with a longer-term outlook.