JPMorgan Core Plus Bond Fund Class R6 (JCPUX) Alternatives
JPMorgan Core Plus Bond Fund Class R6 (JCPUX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JCPUX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to JCPUX
JCPUX charges 0.38% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among JCPUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | JCPUX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | JCPUX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | JCPUX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | JCPUX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | JCPUX vs BCOIX |
Best Risk-Adjusted Alternatives to JCPUX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | JCPUX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | JCPUX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | JCPUX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | JCPUX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | JCPUX vs MDVAX |
Top Performing JCPUX Alternatives (YTD)
JCPUX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | JCPUX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | JCPUX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | JCPUX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | JCPUX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | JCPUX vs TGLMX |
Lowest Volatility Alternatives to JCPUX
JCPUX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | JCPUX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | JCPUX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | JCPUX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | JCPUX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | JCPUX vs TGRNX |
Lowest Drawdown Alternatives to JCPUX
JCPUX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | JCPUX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | JCPUX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | JCPUX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | JCPUX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | JCPUX vs MWIGX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | JCPUX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JCPUX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JCPUX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JCPUX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JCPUX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JCPUX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JCPUX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JCPUX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JCPUX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JCPUX vs VHIAX |
Often Compared With JCPUX
What investors most often compare with JCPUX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | JCPUX vs BCPIX | |
| Eaton Vance Total Return Bond ETF | Intermediate Core-Plus Bond | 69 | -0.31% | Nov 14, 1984 | JCPUX vs EVTR | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | JCPUX vs AAIIX | |
| Fidelity Total Bond Fund | Total Bond Market | 63 | -0.49% | Oct 15, 2002 | JCPUX vs FTBFX | |
| DoubleLine Total Return Bond Fund Class N | Intermediate Core-Plus Bond | 59 | -0.24% | Apr 6, 2010 | JCPUX vs DLTNX |
Compare JCPUX with Any Fund or Stock
Compare JCPUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.